Virtual Customer Success Manager

Business Development; Gloucester; Remote; GBP 80,000 - 100,000; Full time

Job summary

A leading financial services organization is seeking a Virtual Customer Success Manager to assist clients in selecting suitable life insurance coverage through virtual meetings. The role offers full training, a flexible schedule, and opportunities for bonuses based on performance. Ideal candidates will have strong communication skills, a desire to help others, and the ability to work independently. Experience in sales or customer service is beneficial but not mandatory.

Benefits

Full training and mentorship

Flexible schedule

Access to warm leads

Monthly bonus opportunities

Qualifications

• Strong communication skills and a desire to help people.
• Self-disciplined with a strong work ethic.
• Sales or customer service experience is helpful but not required.

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.

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 (we9ll 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. We9re 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 You9ll Do

As a Virtual Customer Success Manager, you9ll 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 You9ll 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 you9re 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.