Client Services Account Manager

ELITE NATION FINANCIAL
Insurance & Financial Services Professional
Company: Elite Nation Financial
Founded: 2016
Founders: Billy & Mer Garcia
Position: Insurance & Financial Services Professional
Employment Type: Full-Time / Part-Time
Industry: Financial Services / Insurance / Sales / Entrepreneurship

ABOUT ELITE NATION FINANCIAL
Founded in 2016 by Billy and Mer Garcia, Elite Nation Financial was built with one mission: to develop elite professionals who are committed to protecting families, creating financial opportunity, and building a business they can be proud of.

Elite Nation operates at the highest levels of the insurance and financial-services industry, combining professional development, leadership training, mentorship, technology, and a performance-driven culture.

We are looking for individuals who don't simply want a job—they want an opportunity to build something significant.

 
THE OPPORTUNITY
As an Insurance & Financial Services Professional, you will work directly with individuals, families, and business owners to understand their financial goals and help identify appropriate insurance and financial strategies.

This is a performance-driven entrepreneurial opportunity designed for people who are motivated by personal growth, leadership, income potential, and the ability to build a long-term career.

You will receive training and mentorship designed to help you develop the skills necessary to succeed in the financial-services business.

WHAT YOU'LL DO
Meet with prospective clients to understand their financial goals, concerns, and protection needs.
Educate clients on insurance and financial concepts in a clear and professional manner.
Analyze client needs and help identify appropriate products and strategies.
Build and maintain long-term client relationships.
Conduct virtual and in-person appointments.
Generate and develop new business opportunities through referrals, networking, prospecting, and other approved methods.
Follow up consistently with prospects and existing clients.
Maintain accurate client and business records.
Participate in team meetings, training sessions, coaching, and professional-development programs.
Develop strong product knowledge and industry expertise.
Build a personal book of business.
Work toward established production and performance goals.
Develop leadership skills with the opportunity to mentor and develop other professionals.
Represent Elite Nation Financial with professionalism, integrity, and a high standard of excellence.
 
WHAT WE LOOK FOR
We are looking for driven, coachable, competitive, and entrepreneurial individuals.

You may be an excellent fit if you:

Are highly motivated and goal-oriented.
Have strong communication and interpersonal skills.
Are comfortable speaking with new people.
Take ownership of your results.
Are willing to learn and be coached.
Have a strong work ethic.
Are organized and capable of managing your schedule.
Can operate independently while contributing to a team.
Are persistent and able to handle rejection professionally.
Want to develop personally and professionally.
Are interested in building a career in financial services.
Have an entrepreneurial mindset.
Want income potential that can grow with your production and leadership.
Hold yourself to a high standard.
Previous insurance or financial-services experience is valuable but not required.

We are particularly interested in individuals with backgrounds in:

Sales
Entrepreneurship
Recruiting
Management
Real Estate
Automotive Sales
Hospitality
Customer Service
Business Development
Banking
Financial Services
Leadership
Military
Athletics
 
TRAINING & DEVELOPMENT
Elite Nation Financial believes that great professionals are developed—not simply hired.

New professionals receive access to training and development focused on:

Insurance and financial-services fundamentals
Product education
Sales and communication
Client discovery
Presentation skills
Prospecting
Follow-up systems
Relationship management
Business development
Leadership
Recruiting and team development
Time management
Goal setting
Personal development
Building a long-term business
Our culture emphasizes continuous improvement, accountability, mentorship, and execution.

 
CAREER GROWTH
This position can provide a path beyond individual production.

Professionals who demonstrate consistent performance, leadership, and the ability to develop others may have opportunities to advance into leadership and management responsibilities.

Potential career progression may include:

Financial Services Professional → Senior Producer → Team Leader → Leadership/Management

The objective is to create professionals capable of building both production and leadership.

 
WHAT MAKES ELITE NATION DIFFERENT
ELITE STANDARDS
We believe your standards determine your results.

Our culture is built around:

Discipline.
Integrity.
Consistency.
Leadership.
Accountability.
Growth.
Execution.

We don't expect perfection.

We expect people who are willing to learn, improve, and execute.

ENTREPRENEURIAL ENVIRONMENT
This opportunity is designed for individuals who want greater ownership over their professional growth.

You will have the ability to develop your own client relationships, build your production, expand your network, and pursue leadership opportunities.

MENTORSHIP
Professionals have access to experienced leadership and a team environment designed to accelerate development.

PERFORMANCE CULTURE
Elite Nation is a performance-oriented organization.

Your growth is connected to your ability to learn, execute, produce, and lead.

 
RESPONSIBILITIES & PROFESSIONAL EXPECTATIONS
Elite Nation professionals are expected to:

Conduct themselves professionally.
Protect client confidentiality.
Follow applicable insurance and financial-services laws and regulations.
Maintain required licensing and continuing education.
Follow company and carrier policies.
Communicate honestly and transparently.
Put the client's interests and needs at the center of the process.
Maintain consistent activity and follow-up.
Attend required training and development sessions.
Take responsibility for their business and results.
Maintain the standards associated with the Elite Nation brand.
 
QUALIFICATIONS
Required
High school diploma or equivalent.
Strong communication skills.
Professional attitude.
Ability to obtain and maintain applicable insurance licenses.
Willingness to complete required licensing and training.
Ability to work independently and manage a schedule.
Strong desire to learn and develop.
Preferred
Sales experience.
Customer-service experience.
Leadership experience.
Business-development experience.
Financial-services or insurance experience.
Entrepreneurial experience.
College degree or equivalent professional experience.
 
COMPENSATION & OPPORTUNITY
This is a performance-based opportunity where compensation is tied to production and applicable company/industry structures.

Income potential can increase as professionals develop their skills, client base, production, and leadership capabilities.

Important: Compensation is based on actual production and is not guaranteed. Specific compensation details should be discussed during the interview process and are subject to applicable licensing, carrier, and company requirements.

 
WHO WILL THRIVE HERE?
The person who thrives at Elite Nation is someone who wakes up thinking:

"How much better can I become?"

You don't have to have everything figured out.

You do need:

Hunger.
Work ethic.
Coachability.
Discipline.
Integrity.
Ambition.

If you're looking for a traditional 9-to-5 where someone else determines your ceiling, this may not be the opportunity for you.

If you're looking for an environment where you can learn, produce, lead, and build, Elite Nation may be the place to take your career to the next level.

 
JOIN THE ELITE
Elite Nation Financial was founded in 2016 by Billy and Mer Garcia with a vision to create an organization where ordinary people could develop extraordinary professional careers.

Today, the standard remains simple:

DON'T JUST JOIN A COMPANY.
BUILD YOURSELF.
BUILD YOUR BUSINESS.
BUILD YOUR LEGACY.
Elite Nation Financial

Built Different.
Held to a Higher Standard.
Driven by Results.

BASIC RESPONSIBILITIES
Contact and communicate with prospective clients.
Schedule and conduct client appointments.
Identify clients’ insurance and financial needs.
Educate clients on available insurance and financial solutions.
Build and maintain strong client relationships.
Follow up with prospects and existing clients.
Generate new business through referrals, networking, and prospecting.
Maintain accurate client and business information.
Attend team meetings, training, and coaching sessions.
Stay current on products, industry standards, and licensing requirements.
Meet individual activity and production goals.
Maintain a professional and positive attitude.
Follow all company, carrier, and regulatory guidelines.
Take ownership of personal growth, performance, and business development.
Represent Elite Nation Financial with professionalism, integrity, and excellence.