Top 2013 Client advisor Jobs in Westminster, Ca

Entry Level Life Insurance Advisor – Inbound Calls (Office Only)
Confidential —Anaheim, CA
- $75,000 - $100,000 a year
- Full-time
- Computer literacy
- Office
- Typing
- Flexible schedule
- Life insurance
Quick Apply
1d
Client Advisor, Part Time - Fashion Island
Louis Vuitton —Newport Beach, CA
- $24 - $28 an hour
- Part-time
- Entry level
- Commercial
- Paid time off
- Employee discount
8d
Client Advisor, South Coast Plaza
Prada —Costa Mesa, CA
- Communication skills
- Entry level
Client Advisor - Fashion Island
Louis Vuitton —Newport Beach, CA
- $24 - $28 an hour
- Full-time
- Mid-level
- Commercial
- Disability insurance
- Health insurance
8d
Client Advisor - Tudor Boutique, South Coast Plaza
Bucherer USA —Costa Mesa, CA
- $23 - $27 an hour
- Merchandising
- Cleaning
- Entry level
Quick Apply
401(k) Plan Enroller / Educator
Monarch Plan Advisors —Orange County, CA
- $100 - $135 an hour
- Part-time
- Entry level
- 401(k)
- Work from home
Quick Apply
Senior Loan Advisor / Senior Loan Officer
OptionOne Financial —Irvine, CA
- $10,446 - $32,250 a month
- Urgently hiring
- Hybrid work
- Customer service
- Senior level
- Communication skills
Quick Apply
3d
Licensed California Life and Health Insurance Agent
Voluntary Financial Strategies - Voluntary Benefit Advisors —Santa Ana, CA
- From $20.20 an hour
- Full-time
- Spanish
- Sales
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
Insurance Team Plan Administrator
Chamberlain Group —Irvine, CA
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Word processing
- Bachelor of Science
- Research
- Profit sharing
- Paid holidays
Quick Apply
Financial Advisor
Edward Jones —Huntington Beach, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
14d
Resident Engineer - Caltrans Projects
La Salle Solutions —Los Angeles, CA
- $225,000 - $250,000 a year
- Full-time
- Civil engineering
- Construction site
- Bachelor of Science
- Paid holidays
- Health insurance
Quick Apply
9d
Income Tax Reviewer - Experienced (Irvine, CA)
Chequers Financial Management —Irvine, CA
- Part-time
- Background check
- CPA
- 5 years
Quick Apply
Financial Advisor
Northwestern Mutual —Huntington Beach, CA
- $75,000 - $150,000 a year
- Full-time
- Business development
- Bachelor's degree
- In-person
- Disability insurance
- Health insurance
Quick Apply
Private Equity Investment Sales Associate
Paulson Investment Company, LLC —Newport Beach, CA
- $50,000 - $200,000 a year
- Full-time
- Sales
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Experience Service Advisor
Envision Motors Chrysler Dodge Jeep Ram —West Covina, CA
- $9,000 - $15,000 a month
- 8 hour shift
- Spanish
- Sales
- Dealership
- Health savings account
- Health insurance
Quick Apply
Associate Attorney – Construction & Complex Civil Litigation
Orion Placement —Irvine, CA
- $130,000 - $185,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- 3 years
- Dental insurance
- Paid time off
Quick Apply
Technical HVAC Solutions Consultant
Accelera —Orange, CA
- $36.54 - $52.89 an hour
- Full-time
- Mid-level
- 3 years
- Contracts
Quick Apply
Benefits Advisor
Jonhatan Agency —Santa Ana, CA
- $64,982.56 - $98,258.56 a year
- Part-time
- Business development
- US work authorization
- In-person
- Dental insurance
- Vision insurance
Quick Apply
11h
Financial Advisor (Commission-Based)
Northwestern Mutual - Huntington Beach —Huntington Beach, CA
- $78,020 - $392,677 a year
- Full-time
- Background check
- Sales
- Mid-level
- Paid training
- Health savings account
Quick Apply
Auto General Liability Associate Counsel
Travelers —Diamond Bar, CA
- $85,600 - $141,200 a year
- Customer service
- Writing skills
- Mid-level
- Wellness program
- Paid holidays

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client advisor jobs near westminster, ca

Entry Level Life Insurance Advisor – Inbound Calls (Office Only)

Confidential
Anaheim, CA

Quick Apply

Job Details

Full-time | Contract
$75,000 - $100,000 a year
1 day ago

Benefits

Flexible schedule
Life insurance

Qualifications

Insurance needs analysis
Objection handling (sales technique)
Customer records maintenance
Computer operation
Insurance products customer support
Financial sales
Phone communication
Computer literacy
Client rapport building
Insurance policy presentations
Client inquiry handling
Life insurance knowledge
Meeting scheduling
Financial product expertise
Coordinating with insurance clients
Initial Contact (sales skills)
Prospecting
Financial needs assessment
Lead Tracking
Activity sales targets
Typing
Life insurance sales
CRM system proficiency
Insurance sales
Relationship building in financial sales
Customer interaction during outreach
Communication skills
Sales follow-up
Entry level
Quality data entry

Full Job Description

As an Entry-Level Life Insurance Phone Representative, you will connect with prospective clients by phone, identify their coverage needs, provide clear information about available insurance solutions, and assist qualified customers with the next steps in the application process.

Prior insurance or sales experience is not necessary. New team members receive practical training, continued coaching, and ongoing support designed to strengthen communication skills, product knowledge, and overall sales confidence.

Key Duties

Contact prospective customers and follow up with people who have shown interest in life insurance coverage.
Conduct brief conversations to learn about each individual’s financial concerns, family needs, and coverage goals.
Present suitable life insurance options using simple, easy-to-understand language.
Establish trust and maintain a helpful, professional tone throughout every interaction.
Book appointments or connect interested prospects with a licensed advisor when appropriate.
Enter customer details, call outcomes, and follow-up notes into the company CRM.
Follow approved scripts, compliance standards, internal procedures, and sales guidelines.
Attend required training, coaching sessions, and team meetings.
Maintain consistent calling activity and work toward established performance targets.

Preferred Qualifications

No previous insurance or sales background is required.
Clear verbal communication and strong listening abilities.
Confident and comfortable communicating by phone.
Motivated to learn, improve, and accept feedback.
Dependable, organized, and focused on achieving goals.
Able to respond to questions and objections with patience and professionalism.
Familiar with basic computer programs, data entry, and typing.
Strong work ethic and a team-oriented attitude.

This position is ideal for someone looking to gain professional sales experience, develop valuable communication skills, and create long-term growth opportunities within the life insurance field.

Apply today by submitting your resume. Selected candidates will be contacted by our recruiting team regarding the next stage of the hiring process.

Pay: $75,000.00 - $100,000.00 per year

Benefits:

Flexible schedule

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in westminster, ca

Entry Level Life Insurance Advisor – Inbound Calls (Office Only)

Client Advisor, Part Time - Fashion Island

Client Advisor, South Coast Plaza

Client Advisor - Fashion Island

Client Advisor - Tudor Boutique, South Coast Plaza

401(k) Plan Enroller / Educator

Senior Loan Advisor / Senior Loan Officer

Licensed California Life and Health Insurance Agent

Insurance Team Plan Administrator

Financial Advisor

Resident Engineer - Caltrans Projects

Income Tax Reviewer - Experienced (Irvine, CA)

Financial Advisor

Private Equity Investment Sales Associate

Experience Service Advisor

Associate Attorney – Construction & Complex Civil Litigation

Technical HVAC Solutions Consultant

Benefits Advisor

Financial Advisor (Commission-Based)

Auto General Liability Associate Counsel

I want to receive the latest job alert for client advisor in westminster, ca

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