[Remote] Remote Customer Success Representative (Financial Services)
Note: The job is a remote job and is open to candidates in USA. McLean Family Financial is a fast-growing, family-led brokerage focused on helping families with financial stability through various insurance solutions. They are seeking a Remote Customer Success Representative to connect with clients, conduct consultations, and provide guidance on coverage options while maintaining compliance with state insurance guidelines.
Responsibilities
- Learn and execute our proven sales and client service systems
- Connect with individuals and families who have requested information
- Conduct virtual consultations via phone or Zoom
- Clearly explain coverage options and help clients make informed decisions
- Communicate effectively with clients and internal teams to ensure smooth follow-up
- Collaborate with leadership and peers to deliver an excellent client experience
- Meet activity and performance benchmarks that unlock growth and income opportunities
- Maintain compliance with state insurance and licensing guidelines
- Participate in weekly virtual meetings, coaching, and training sessions
- Build long-term client relationships using company-provided and self-generated leads
- Help families secure appropriate protection and financial solutions
Skills
- Ability 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 provide guidance and support)
- Flexibility to meet client schedules, including some evenings or weekends
- Comfortable using technology and virtual communication tools
- Strong communication, organization, and follow-through skills
- Self-motivated, coachable, and goal-driven
- Professional presence over the phone and Zoom
- Client-focused with a problem-solving mindset
- Background in sales, customer service, or a related field preferred (not required)
Benefits
- 100% remote with flexible scheduling
- Performance-based compensation with uncapped earning potential
- Monthly bonuses tied to activity and results
- Annual incentive trips for top performers
- Access to discounted life and health insurance options
- Fast-track advancement and leadership opportunities for high performers
- If you don’t yet have a Life Insurance License, we’ll guide you through the process and help you get licensed within 7–10 days of onboarding.
Company Overview