Client Progress Advisor

Job Description

A Message for the Person Who Knows They’re Made for More

Maybe you’ve hit a ceiling.

Maybe you’ve been carrying the weight for your team or company without being recognized for it.

Or maybe you’ve been waiting for someone to finally hand you a real shot — a path you can follow, a skill set you can master, and a system that rewards work ethic instead of seniority.

If that hits home, then Talent Find Professional was built for people exactly like you.

We’re a family-driven organization built on a simple belief :

People grow when they’re given a clear plan, strong mentorship, and an environment where their effort matters.

We help individuals protect what’s most important to them while creating careers with flexibility, purpose, and long-term potential.

No cold calls.

No door-knocking.

No corporate grind.

You’ll meet with individuals who have already raised their hand asking for guidance — and you’ll be supported every step of the way by mentorship, technology, and a system that actually works.

Responsibilities

Learn and apply our proven systems to deliver a smooth, clear, professional experience for every client you serve

Contact individuals who have requested information and meet with them through scheduled phone or virtual appointments

Guide people through simple, structured conversations to help them understand their options

Maintain ongoing communication with clients and internal support teams

Follow compliance standards and professional expectations

Participate in weekly skill-building calls, leadership development sessions, and team meetings

Build long-term relationships using company-provided and self-generated outreach

Stay on track with performance benchmarks tied to growth and advancement

Qualifications

Background in customer service, service-based sales, consulting, or leadership (3+ years preferred but not required )

Coachable, self-driven, and serious about personal development

Comfortable with virtual communication tools, CRM platforms, and technology

Clear and confident communicator — on phone and video

Strong empathy, integrity, and client-first mindset

Organized, disciplined, and dependable with follow-through

Requirements

Ability to follow a flexible schedule based on client availability

Reliable smartphone, computer, and internet connection

Ability to pass a background check

Obtain required state credentials (we’ll walk you through the process step-by-step if you don’t already have them)

Benefits & Culture

Full mentorship, ongoing training, and leadership development

Performance-based compensation with no cap

Monthly and annual recognition opportunities

Incentive travel experiences for top performers

Discounts available for personal health and protection options

Supportive, family-focused culture built around growth and empowerment

Flexible scheduling that allows you to build a career without sacrificing your life

Why Join Talent Find Professional?

Because here, you’re not just taking another job —

you’re stepping into a path that can transform your future.

We believe leadership is earned through service, success is multiplied through mentorship, and legacy is built through the people you help along the way.

If you’re coachable, driven, and ready to create a career with meaning, we’d love to connect with you.

Requirements

Financial Services, Time Management