Internal Wholesaler - Wealth Management
TalentLink Solutions · Abilene, TX
Job description(tap to read)
Own advisor engagement, activation, and retention in our Membership If you love building real relationships, obsess over whether members are actually using what they pay for, and are wired to take ownership of results, you'll like this role. If you just want to answer tickets, you won't. About The Firm Our firm helps financial advisors build highly profitable, low-drama practices using proven processes from our own 7-figure firms. Our Membership program gives advisors the tools, support, and accountability to implement meaningful improvements in their businesses. We're helping advisors take action, put proven strategies into practice, and achieve real results. The Role You will be the face and owner of the Membership experience for our advisors. Your job is simple to say, hard to do: make sure members engage with their membership every 30 days and stay long term. You'll manage onboarding, proactive ongoing touchpoints, communications, and content so advisors feel seen, supported, and successful in our ecosystem. What You Will Own Member Onboarding & Activation • Run onboarding and initial strategy calls with new members, establishing strong relationships from the beginning. • Make sure every new member understands how to use each component of their membership. • Design and follow a clear activation path so members take the key actions that correlate with staying longer. Ongoing Engagement & Accountability • Conduct quarterly accountability checkpoints to discuss progress, identify challenges, and encourage continued implementation. • Proactively connect with members who have become inactive or may be at risk of disengaging and run retention calls. • Participate in the Member Forum and live / virtual events as a Membership representative. Member Communications & Content • Plan and deliver member communications around events, new content, and key milestones. • Coordinate creation and upload of new content to the member site. • Own the annual member calendar so delivery feels consistent and choreographed. Retention & Upgrades • Monitor member engagement and retention metrics; flag risk early and act. • Loop in Sales to support renewals, retention efforts, and membership upgrades. • Propose improvements to the member journey that increase usage, satisfaction, and retention. Operations & Reporting • Keep weekly project tasks on track; escalate issues early. • Maintain the Membership scorecard and update metrics before team meetings. • Contribute to quarterly and annual reporting on engagement and retention. How Success Is Measured You'll know you're winning when: • 100% of members have a meaningful interaction with our firm at least once every 30 days. • Member retention is 75% or better. • All forum questions receive a timely, helpful response. • Project tasks related to Membership are completed on or before their due dates. • No member-related tickets sit open longer than one week. This Role Is For You If… • You enjoy owning a number and working backward from it. • You're energized by high-touch relationships and thoughtful follow-through. • You write clearly, speak confidently on Zoom, and are comfortable leading calls. • You like organized systems, checklists, and keeping a lot of moving parts on track. This Role Is Not For You If… • You prefer waiting for members to reach out instead of checking in proactively. • You dislike being held to clear engagement and retention metrics. • You need constant direction instead of creating and improving the playbook. What We Offer: • Annual base compensation of $80,000-$100,000 based on qualifications and experience • Annual bonus opportunity • Fully remote within US time zones • Highly flexible work schedule • Paid time off • 401k • Health insurance reimbursement benefit
Customer Service Enrollment Specialist - Remote
American Income Life - Giddens Organization · Slaton, TX
Benefits Representative 100% Virtual • 65,000-80,000 • 40 Hours per Week • Actively hiring Crafting Brighter Futures for Families At the forefront of specialized financial services, we help families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Role Overview: As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of Globe Life, embodying our values and commitment. Primary Responsibilities: • Engage with clients to understand their financial goals and concerns. • Present tailored solutions to safeguard their assets effectively. • Maintain a pulse on the industry, ensuring you offer the best and most updated advice. • Foster relationships and ensure our clients always have someone they can turn to. Why Us? • Remote Work: Enjoy the flexibility of a full-time remote role. • Unlimited Earning Potential: Your dedication determines your earnings. • Company Culture: We're relaxed, high-energy, and treat every member like family. • Grow with Us: Dive into continuous learning and development opportunities. Application Process: 1. Submit Your Application: A hiring manager will review your application & resume and get back to you within 24 hours. 2. Schedule Company Overview: Select applicants will be contacted to schedule a position overview, detailing everything you need to know about the job details and your responsibilities. This 20-30 minute session is typically* done virtually for your convenience. 3. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. Following the overview you'll be prompted to complete a brief assessment to gauge your understanding and compatibility with the position.
Insurance Sales Representative - Work From Home
American Income Life - Giddens Organization · Slaton, TX
Benefits Representative 100% Virtual • 65,000-80,000 • 40 Hours per Week • Actively hiring Crafting Brighter Futures for Families At the forefront of specialized financial services, we help families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Role Overview: As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of Globe Life, embodying our values and commitment. Primary Responsibilities: • Engage with clients to understand their financial goals and concerns. • Present tailored solutions to safeguard their assets effectively. • Maintain a pulse on the industry, ensuring you offer the best and most updated advice. • Foster relationships and ensure our clients always have someone they can turn to. Why Us? • Remote Work: Enjoy the flexibility of a full-time remote role. • Unlimited Earning Potential: Your dedication determines your earnings. • Company Culture: We're relaxed, high-energy, and treat every member like family. • Grow with Us: Dive into continuous learning and development opportunities. Application Process: 1. Submit Your Application: A hiring manager will review your application & resume and get back to you within 24 hours. 2. Schedule Company Overview: Select applicants will be contacted to schedule a position overview, detailing everything you need to know about the job details and your responsibilities. This 20-30 minute session is typically* done virtually for your convenience. 3. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. Following the overview you'll be prompted to complete a brief assessment to gauge your understanding and compatibility with the position.
Call Center Rep Work From Home
American Income Life - Giddens Organization · Abilene, TX
Benefits Representative 100% Virtual • 65,000-80,000 • 40 Hours per Week • Actively hiring Crafting Brighter Futures for Families At the forefront of specialized financial services, we help families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Role Overview: As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of Globe Life, embodying our values and commitment. Primary Responsibilities: • Engage with clients to understand their financial goals and concerns. • Present tailored solutions to safeguard their assets effectively. • Maintain a pulse on the industry, ensuring you offer the best and most updated advice. • Foster relationships and ensure our clients always have someone they can turn to. Why Us? • Remote Work: Enjoy the flexibility of a full-time remote role. • Unlimited Earning Potential: Your dedication determines your earnings. • Company Culture: We're relaxed, high-energy, and treat every member like family. • Grow with Us: Dive into continuous learning and development opportunities. Application Process: 1. Submit Your Application: A hiring manager will review your application & resume and get back to you within 24 hours. 2. Schedule Company Overview: Select applicants will be contacted to schedule a position overview, detailing everything you need to know about the job details and your responsibilities. This 20-30 minute session is typically* done virtually for your convenience. 3. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. Following the overview you'll be prompted to complete a brief assessment to gauge your understanding and compatibility with the position.
Remote Customer Service/Advisor
American Income Life - Giddens Organization · Slaton, TX
Benefits Representative 100% Virtual • 65,000-80,000 • 40 Hours per Week • Actively hiring Crafting Brighter Futures for Families At the forefront of specialized financial services, we help families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Role Overview: As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of Globe Life, embodying our values and commitment. Primary Responsibilities: • Engage with clients to understand their financial goals and concerns. • Present tailored solutions to safeguard their assets effectively. • Maintain a pulse on the industry, ensuring you offer the best and most updated advice. • Foster relationships and ensure our clients always have someone they can turn to. Why Us? • Remote Work: Enjoy the flexibility of a full-time remote role. • Unlimited Earning Potential: Your dedication determines your earnings. • Company Culture: We're relaxed, high-energy, and treat every member like family. • Grow with Us: Dive into continuous learning and development opportunities. Application Process: 1. Submit Your Application: A hiring manager will review your application & resume and get back to you within 24 hours. 2. Schedule Company Overview: Select applicants will be contacted to schedule a position overview, detailing everything you need to know about the job details and your responsibilities. This 20-30 minute session is typically* done virtually for your convenience. 3. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. Following the overview you'll be prompted to complete a brief assessment to gauge your understanding and compatibility with the position.