The Roethlisberger Life Group · 9 hours ago
Client Solutions Advisor – Insurance (Remote)
The Roethlisberger Life Group is a growing insurance agency focused on helping families make informed decisions around life insurance and financial protection. This role involves engaging with clients, assessing their needs, and educating them on available insurance solutions while providing support and mentorship in a flexible, remote environment.
Responsibilities
Speak with clients who have requested information
Conduct phone and video appointments to assess needs
Educate clients on available insurance solutions
Maintain follow-up and client communication
Attend virtual training and development sessions
Track activity and performance using provided systems
Qualification
Required
Individuals comfortable in performance-based roles
People with experience in commission, sales, real estate, service, or similar environments
Strong communicators who enjoy working with people
Self-directed professionals who value flexibility
Candidates willing to obtain an insurance license (assistance provided)
Benefits
Commission-based compensation tied to performance
Remote work with flexible scheduling
Pre-qualified lead flow
Step-by-step onboarding and training
CRM and virtual sales tools
Supportive team environment with mentorship
Company
The Roethlisberger Life Group
Welcome! At the Roethlisberger Agency, we strive to help our clients, agents, and staff alike create the greatest legacy for themselves and for their families.
Funding
Current Stage
Growth StageCompany data provided by crunchbase