Client Relations Specialist

The Cooper Group LLC; United States; Remote; USD 50,000 - 90,000; Full time

Benefits offered by this job

Comprehensive training

Flexible schedule

Job summary

The Cooper Group LLC is seeking Client Relations Specialists to build lasting partnerships with clients in the life insurance and financial services industry. This remote, flexible role focuses on trust, guidance, and a consultative approach rather than scripted interactions.

You will connect with prospective clients, understand their goals, educate them to make informed decisions, and manage your own client portfolio with autonomy until licensing and training are completed.

Qualifications

• Natural relationship-building skills and genuine care for helping people.
• Strong communication and emotional intelligence.
• Consultative mindset—listen first, then guide.
• Self-motivated, able to work independently.
• Open to a performance-based role with income tied to results.

Responsibilities

• Connect with prospective clients seeking guidance on life insurance and financial protection.
• Have meaningful conversations to understand goals and concerns.
• Serve as a trusted advisor by educating clients and helping them make informed decisions.
• Build long-term relationships with ongoing support as client needs evolve.
• Manage your own client portfolio with autonomy and flexibility.
• Complete licensing and training with company guidance.

Skills

Relationship-building

Communication

Consultative mindset

Self-motivated

Performance-based

Job description

Build Meaningful Relationships That Make a Real Impact!

Do you thrive on connecting with people and helping them navigate important life decisions? Are you looking for a role where building trust and providing genuine guidance is valued over high-pressure tactics? The Cooper Group is seeking Client Relations Specialists who excel at creating lasting partnerships with clients in the life insurance and financial services industry.

We're looking for relationship-focused professionals who enjoy being a trusted advisor—with comprehensive training, flexible hours, and compensation that rewards the quality of connections you build.

What You'll Do:

• Connect with prospective clients who are seeking guidance on life insurance and financial protection
• Have meaningful conversations to understand their unique situations, goals, and concerns
• Serve as a trusted advisor by educating clients and helping them make informed decisions
• Build long-term relationships that provide ongoing support as client needs evolve
• Manage your own client portfolio with autonomy and flexibility
• Complete licensing and training (we'll guide you through the entire process)

What You Bring:

• Natural relationship-building skills and genuine care for helping people
• Strong communication abilities and emotional intelligence
• Consultative mindset—you listen first, then guide
• Self-motivation and comfort working independently
• Openness to a performance-based role where your impact directly influences your income

What You'll Gain:

• A role where building authentic relationships IS the job
• Uncapped earning potential—rewarded for the quality connections you create (commission+bonus structure)
• Comprehensive training in financial services and client consultation
• Flexible schedule that works for your life
• The satisfaction of helping families protect their future in a recession-proof industry

This is a remote, relationship-driven opportunity. Flexible schedule. U.S. only.

The Real Talk: This isn't a traditional customer service role with a script and a queue. You'll be proactively building a client base through consultative conversations—think less "call center," more "trusted advisor." If you love the relationship aspect of customer service but want more autonomy and earning potential, this could be your next move.

In the interview, we'll go over everything outlined on the careers page and have a conversation to ensure the opportunity is the right fit for both you and our team.