Client Advisor Job at Symmetry Financial Group –Simple Solutions Financial Service..., Boston, MA

ay9LczJGWjJEdUxzUGJ0SWppS013ZEd1MFE9PQ==
  • Symmetry Financial Group –Simple Solutions Financial Service...
  • Boston, MA

Job Description

Simple Solutions Financial Services is seeking independent, motivated, career-minded individuals to join our Mortgage Protection team. Our team members help American families protect their largest asset: the ability to make an income.

Our proven system includes extraordinary mentorship, training, and support that allows our agents to have a competitive edge in the industry.

 

Job Duties:

  • Setting Appointments: 6-8 hours per week: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss their mortgage protection coverage.
  • Research: 4-5 hours per week: digging into the information the client provided in order to customize options to meet their financial need in the case of a death or disability.
  • Meeting with Families: 2 days per week: meeting with clients either virtually or in-person (the choice is yours) to present their options, discuss the details of the coverage, and help them apply for coverage.
  • Administrative: 2 hours per week: following up with insurance carriers to facilitate client applications through underwriting

Qualifications:

We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset: Skill set isn’t everything for this position.

Availability:

Work-life balance is the foundation on which this company was founded. This work from home role is designed to give you a healthy balance of the two. We have immediate openings for the following roles:

  • Spare time: This is a commitment of working 4-8 hours a week that can generate between $500 to $2,000 per month.*
  • Part-time: This is a commitment of working 8-25 hours a week that can generate between $2,000 to $5,000 per month.*
  • Full-Time : This is a true commitment and requires 25-50 hours per week that can generate between $10,000 to $20,000 per month.*

About Us:

Simple Solutions Financial Services is a part of the fastest-growing insurance organization in the country.

Among the INC 5000s fastest-growing private companies.

Voted Top Company Culture by Entrepreneur Magazine

If this sounds like a place you could plant your flag, we invite you to apply!

 

*Equal opportunity, not equal outcome.

No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system, and the insurance needs of the customers in the geographic areas in which you choose to work.



 

Job Tags

Full time, Part time, Immediate start, 2 days per week,

Similar Jobs

Dallas Sleep

Medical Office Manager Job at Dallas Sleep

 ...base pay! Plus, we believe in work-life balance - our week ends at 3:00 PM on Fridays!Position OverviewWe are seeking a Medical Office Manager to oversee the daily operations of our sleep clinics and lead our team with professionalism, efficiency, and care. This is... 

Wavedash Marketing

Entry Level Marketing Associate Job at Wavedash Marketing

 ...Are you ready to join a dynamic team that thrives on performance, teamwork, and personal growth? At Wavedash Marketing, we operate like a high-performing sports team driven, supportive, and constantly pushing for the next win. If you're passionate about learning, growing... 

Pandora Family Physicians

Medical Coder and Biller Job at Pandora Family Physicians

 ...We are seeking a detail-oriented and knowledgeable Coding Specialist to join our healthcare team. The ideal candidate...  ...play a crucial role in ensuring accurate coding of medical records, facilitating efficient billing processes, and maintaining compliance with healthcare... 

IMPaCT Care

Director, Continuous Improvement Job at IMPaCT Care

 ...of reach, including $2,500 annual savings per patient, improved mental health and a Net Promoter Score of 94. We're making waves: on CNN ( in WaPo ( at the Fed ( is even a new Medicare billing code ( for Community Health Workers that is modeled after IMPaCT. We're changing... 

Zoe Feldman Design

Design Intern Job at Zoe Feldman Design

 ...Role Overview Zoe Feldman Design is searching for a creative and motivated Design Intern to join our team in the Georgetown office for a six-month internship program...  ...or recently earned a bachelors degree in Interior Design, Interior Architecture, Architecture , or...