Insurance Advisor and Business Partner

Company Description Constella is a collaborative professional networking group that connects growth-minded individuals who believe that success is stronger when shared. The organization brings together professionals from complementary fields to exchange insights, support one another, and create mutually beneficial business opportunities. Members engage in purposeful networking designed to foster long-term relationships rather than one-time transactions. Constella emphasizes a culture of collaboration, integrity, and continuous learning for professionals seeking to expand both their impact and their networks.

Role Description The Insurance Advisor and Business Partner role at Constella is a part-time, remote opportunity focused on building a portfolio of clients while contributing to the broader professional network. Day-to-day responsibilities include advising clients on appropriate insurance solutions, assessing coverage needs, and presenting tailored recommendations. The role also involves nurturing relationships within the Constella community, participating in virtual networking sessions, and identifying partnership opportunities with other members. The Insurance Advisor and Business Partner will maintain accurate records, follow up on leads, and collaborate with fellow professionals to cross-refer services and develop long-term business growth. This position offers flexibility and autonomy, with performance driven by client outcomes and network engagement.

Qualifications

• Demonstrated expertise in insurance advising, including needs analysis, policy comparison, and client education.
• Strong relationship-building, networking, and partnership development skills in a professional services environment.
• Excellent communication skills, including clear written and verbal communication and the ability to explain complex concepts in accessible terms.
• Solid organizational and time-management skills, with ability to manage multiple clients and priorities in a remote, part-time setting.
• Comfort with digital tools and virtual collaboration platforms for remote client meetings and networking activities.
• Proactive, entrepreneurial mindset with a focus on ethical advising, client trust, and long-term business development.
• Previous experience in insurance, financial services, or advisory roles is highly beneficial.
• Relevant professional licensing or certifications required for insurance advising in the candidate’s region, or willingness to obtain them.