Client Success Manager – Remote
Client Success Manager – Remote
Posted today
SENIORITY
Mid
About the role
- Master our proven sales systems and product suite to serve clients effectively
- Connect with clients who’ve requested information and guide them through the process
- Conduct virtual consultations via Zoom or phone
- Communicate with clients and internal teams to ensure seamless service
- Collaborate with peers and leadership to deliver an exceptional client experience
- Meet promotional benchmarks to unlock growth and income potential
- Stay compliant with state insurance and licensing requirements
- Participate in weekly virtual meetings and trainings
- Build a long-term client base using company-provided and self-generated leads
- Help families find the right protection and financial solutions for their needs
- 3+ years in sales, customer service, or related field preferred (not required)
- Confident using technology and virtual communication tools
- Excellent communicator with strong organizational skills
- Self-motivated, coachable, and goal-driven
- Professional presence over Zoom and the phone
- Customer-oriented with a problem-solving mindset
- Must be able to pass a background check
- Reliable phone, computer, and internet connection
- Active Life & Health Insurance License (or willingness to obtain within 7–10 days — we’ll help)
- Flexibility to meet client schedules, including some evenings or weekends
- 100% remote with flexible scheduling
- Uncapped monthly bonuses tied to performance
- Annual incentive trips for top producers (company and carrier sponsored)
- Access to discounted health and life insurance options
- Fast-track promotions and leadership opportunities for high performers
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
