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The Blue Haven Life

Senior Client Advisor

The Blue Haven Life, Houston, Texas, United States, 77246

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Job Description About the Role This senior-level opportunity is built for individuals who excel in consultative conversations and thrive in a performance-driven environment. You will serve as a trusted guide throughout the virtual client experience.

Responsibilities

Engage inbound, pre-qualified client requests

Lead professional virtual advisory sessions

Explain recommendations clearly and confidently

Manage files from initial contact through submission

Requirements

State license or willingness to obtain

Background check

Reliable communication skills

Must be a U.S. citizen

Strong communication and people skills

Self-motivated, disciplined, and coachable

Ability to work independently and manage time effectively

Previous sales or customer service experience is a plus, but not required (training is provided)

Benefits

Mentorship & leadership development

Remote work setup

Access to top carriers + digital tools

Incentives & bonuses (not guaranteed)

Compensation Commission only, uncapped based on personal production.

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