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Join the RISE Team!

As we expand our reach across US, we continue to look for talented and dedicated individuals to join the RISE Team! 
Contribute your passion and energy to collectively grow and be a part of our success story.
These are the current positions we are looking for:

SR. ADVISORS / PARTNERS

  • Degree holder with at least 3-years experience in the Insurance/Finance industry in sales role

  • Self-starter, self-driven you define your territory to build accounts one client at a time

  • Analyze, formulate, present product comparison to advice and direct clients on best fit, best option

  • State certified and licensed agent/underwriter

  • Proficient in professional client presentations with natural inclination in people services

  • Focus on what you do best -- we run your lead generation and marketing for new leads in your territory.  You receive daily leads from telemarketing and web inquiries and turn these to clients

  • Generous renumeration packages towards a compensation goal up to $250k/yr

  • Opportunities for further career growth 

VIRTUAL ADVISORS

  • Home-based or located in central office to advice, answer inquiries, resolve issues

  • Account management function to develop leads into clients

  • Analyze, formulate, and present product options over online web presentations

  • At least 2-years experience in customer service handling and resolution

  • At least 2-years Insurance and Financial industry experience in a sales role

  • Preferred: State certified and licensed agent/underwriter

  • Receive leads and develop into new accounts from telemarketing and online web inquiries

  • Generous compensation packages and benefits

  • Opportunities for career advancement 

CLIENT REPRESENTATIVES (CRs)

  • Blended inbound (inquiries/orders/issues) and outbound (telesales) role

  • Generate new leads by calling business owners and entrepreneurs about RISE products and services

  • Pass on those leads to Client Advisors for further development and contract closing

  • Arrange appointments and presentation meetings with Client Advisors and business owners

  • Answer client inquiries, open and resolve issue/cases to pass on to carriers

  • Meet daily/weekly/monthly KPI (Key Performance Index) to maintain and exceed quality standards

  • 1-year+ experience in Customer service role, 6-months telesales in insurance and financial industy

  • Generous compensation package and benefits

  • Generous compensation package and benefits

What's in it for you?

Fresh Leads!

Focus on what you do best -- advising, consulting, closing sales.
We do the leg work of telemarketing, online advertising, inbound/outbound call handling.  We pass the fresh leads to your phone or inbox!

Tools - CRM, calendar, email blast, etc.

No charge tools for you -- online access to CRM, calendars, quote systems, etc.  Take the work with you paperless.

Backend Support

No charge virtual support for you -- follow ups, appointment setting, contract preparation, quote/plan look up.

Higher Commission Rates!  - of course!

All of the above plus higher than street price commission!

Application Form

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