Virtual Customer Success Manager

Business Development; Ontario; Remote; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services provider is seeking a Virtual Customer Success Manager to assist clients in selecting life insurance coverage through virtual appointments. This role offers flexibility with your schedule, access to warm leads, and opportunities for monthly bonuses. Ideal candidates are self-motivated, possess strong communication skills, and are willing to obtain a life insurance license.

Benefits

Flexible schedule

Full training and mentorship

Access to warm leads

Monthly bonus opportunities

Qualifications

• Must pass a background check and get licensed if not already.
• Sales or customer service experience is helpful but not required.
• Comfortable working in a commission-based, performance-driven environment.

Responsibilities

• Help families understand their coverage options through virtual consultations.
• Use proven scripts and tools to guide client conversations.
• Follow up with clients and provide exceptional support.

Skills

Strong communication skills

Self-discipline

Desire to help people

Job description

Overview

Career Opportunities with UniTrust Financial Group. A great place to work. Careers At UniTrust Financial Group. Current job opportunities are posted here as they become available.

Location: Work From Home – Nationwide
Compensation: 100% Commission
License Required: Must be willing to obtain a state life insurance license (we’ll help you through the process)

About Us

At InsuraTec Services Group, we help families across the country protect their futures with life insurance and financial solutions. We’re expanding our national team and looking for self-motivated professionals who want to grow a career from home with the support of proven systems, mentorship, and a mission-driven culture.

What You’ll Do

As a Virtual Customer Success Manager, you’ll guide clients through the process of selecting life insurance coverage that fits their needs, all through virtual appointments. This is not a cold-calling role – all leads are warm, and all client meetings are scheduled in advance.

Responsibilities

• Help families understand their coverage options through virtual consultations
• Use our proven scripts and tools to guide client conversations
• Follow up with clients and provide exceptional support
• Stay organized, meet weekly goals, and track your activity
• Maintain licensing requirements and follow all compliance protocols
• Strong communication skills and a desire to help people
• Comfortable working in a commission-based, performance-driven environment
• Self-disciplined with a strong work ethic
• Willing to learn, coachable, and open to feedback
• Sales or customer service experience is helpful but not required
• Must be able to pass a background check and get licensed if not already

What You’ll Get

• Full training and mentorship from day one
• Flexible schedule – you set your own hours
• Access to warm leads and support from our national team
• Monthly bonus opportunities for top performance
• The ability to grow into a leadership or management role

Ready to Apply?

If you’re looking for a remote opportunity where you can grow your income while helping others, apply today. We’ll walk you through the licensing and onboarding process to get you earning quickly.