Licensed Client Success Manager
virtual vocationsNew York (NY)
About the role
Seeking a Licensed Client Success Manager, the full-time remote position will focus on managing a book of existing clients and past prospects through proactive communication, policy reviews, and relationship building to drive new business opportunities.
Key responsibilities:
Engage clients through frequent phone conversations to enhance relationships and uncover new opportunities
Conduct policy reviews and coordinate service efforts to ensure client satisfaction and retention
Request referrals from satisfied clients and follow up to convert them into new business conversationsRequired qualifications 2+ years of experience in sales, account management, or client relationships, preferably in insurance or financial services
Active life insurance license or willingness to obtain one within 60 days
Proven track record of achieving sales targets while maintaining client satisfaction
Familiarity with HubSpot or similar CRM systems
Understanding of whole life insurance or Infinite Banking concepts is a plus
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.
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