Benefits:

Flexible schedule

Opportunity for advancement

Training & development

Client Protection Representative (Entry-Level | Remote)

About the Role:

We are looking for motivated, coachable individuals to join our team as Client Protection

Representatives. This entry-level position focuses on guiding clients through a clear financial road map,

providing step-by-step coaching, and helping them implement proper protection strategies.

No prior experience is required—training and licensing support are provided.

Key Responsibilities:

• Meet with clients remotely to understand goals and create a customized financial protection road map.

• Coach clients step-by-step through planning, protection, and long-term strategies.

• Educate clients on topics such as income protection, savings, investments, and mortgage readiness.

• Support clients in implementing solutions aligned with their goals.

• Work collaboratively with leadership for ongoing coaching and mentorship.

Requirements:

• Must follow and complete the 30-day training module.

• Must attend all required team trainings.

• Must be willing and committed to obtaining the first required license within 30 days.

• Strong communication and people skills.

• Self-driven, dependable, and coachable.

• Ability to work remotely and manage time effectively.

• No prior background required—full training provided.

What We Provide:

• Paid training after meeting initial qualification milestones.

• Licensing guidance for Life, Investment, and Mortgage certifications.- Step-by-step coaching and mentorship.

• A supportive team environment focused on growth.

• Clear room for advancement and leadership opportunities.

• Flexible, remote work structure.

This is a remote position.