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Remote Client AdvisorOhana Outreach Financial • Chapel Hill, NC, us
Remote Client Advisor

Remote Client Advisor

Ohana Outreach Financial • Chapel Hill, NC, us
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Job Description

This opportunity gives you freedom to work from home while supporting families through financial decisions.

You’ll talk with clients virtually to review life insurance choices.

You will assist inbound leads and help them complete enrollment.

What We Provide

Training & mentorship (no experience required)

Access to reputable insurance carriers

Optional third-party benefits and incentive opportunities

Remote work with flexible scheduling

Trips, bonuses, and optional benefits are performance-based and not guaranteed.

Requirements

Life Insurance License (or willing to obtain – state timelines vary)

Authorized to work in the U.S.

Must pass a background check

Self-motivated and comfortable working independently

Prior sales, service, or leadership experience is helpful but not required

Compensation

Commission paid directly by partnered carriers

Earnings are based on individual sales performance

Opportunities for higher commission tiers and bonuses based on results

How to Apply

If you’re looking for a flexible, sales-driven career helping families protect their financial future, apply today to schedule a short introductory call.

Requirements

18+ and authorized to work in the U.S. 100% Uncapped Commission 1099 Able to pass a background check and complete licensing (3-7 days, we’ll guide you through it every step of the way). Prior experience in sales, customer service, leadership, or training is a plus—but not required. Comfortable working remotely and independently.

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Client Advisor • Chapel Hill, NC, us

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