Personal Risk Advisor
remote
via Ashby
About this role
Are you passionate about helping people protect what matters most? Do you thrive in a consultative sales environment and want to make a meaningful difference in clients’ lives? If so, the Personal Risk Advisor role may be the perfect fit.
Our Personal Risk Advisors serve as a trusted insurance expert for individuals and families—offering tailored personal insurance solutions and proactive guidance. You’ll develop long-term client relationships, assess personal risks, and recommend strategies that provide clarity, confidence, and peace of mind. Supported by a dedicated account management team, your focus will remain on sales, education, and client success.
We believe in lightening the load and lifting the spirit—for our clients, our community, and our team.
BIG COMPENSATION…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams, salesforce
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is remote-eligible — we factor in your stated location and time-zone overlap.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
teamssalesforce