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- Client Services/Lead Manager
Description
Are you driven to make a meaningful impact in people’s lives while building a rewarding and sustainable career? Join our team at a nationally recognized Fortune 500 leader in insurance and financial services. We help individuals, families, and businesses protect what matters most and build strong financial futures — and we’re looking for talented professionals to grow with us.
Requirements
As an Insurance & Investment Advisor, you will work directly with clients to provide guidance, education, and customized financial solutions. You’ll receive world-class training, ongoing professional development, and access to a robust suite of insurance and investment products.
What You’ll Do
Build and maintain relationships with clients, families, and business owners
Conduct needs-based financial assessments
Recommend tailored insurance and investment strategies
Help clients protect their assets and plan for long-term financial goals
Maintain industry knowledge and stay informed on market trends
Work collaboratively with a high-performing team and leadership
Qualifications
Strong communication and interpersonal skills
Self-motivated, goal-oriented, and client-focused
Ability to build trust and long-term relationships
Previous experience in insurance, investments, sales, or financial services is a plus—but not required
Professional certifications (Life & Health License, Series 6/63/65/7) are encouraged; training provided for qualified candidates
What We Offer
Competitive compensation structure (salary + commission + bonuses)
Comprehensive benefits package (health, dental, vision, 401(k), etc.)
Ongoing training, mentorship, and career advancement opportunities
Supportive team environment with the stability of a Fortune 500 company
Flexibility and autonomy to build your business your way
Join Us
If you’re ready to build a career that empowers clients and provides long-term growth, we want to hear from you.
Apply today and become part of a company that helps shape financial futures with confidence and purpose.

