Client Success Manager – Remote

The Hunt Agency Inc; EE. UU.; A distancia; USD 50.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Uncapped monthly bonuses

Annual incentive trips

Remote work

Discounted health and life insurance

Descripción de la vacante

The Hunt Agency Inc is hiring for a 100% remote sales role focused on helping families secure their financial futures with life insurance, mortgage protection, and retirement solutions. You’ll engage qualified clients with virtual consultations, guiding them through the process and coordinating with internal teams for a seamless experience.

Expect to work with light evenings or weekends, pass a background check, and access uncapped monthly bonuses plus top-performer incentives.

Formación

• 3+ years in sales or customer service (preferred).
• Confident using technology and virtual communication tools.
• Excellent communicator with strong organizational skills.
• Self-motivated, coachable, and goal-driven.
• Professional presence over Zoom and the phone.
• Customer-focused with a problem-solving mindset.

Responsabilidades

• Master our sales systems to serve clients effectively.
• Guide interested clients through the process.
• Conduct virtual consultations via Zoom or phone.
• Coordinate with clients and internal teams for seamless service.
• Collaborate with peers and leadership to drive client outcomes.
• Meet promotional benchmarks to grow income.
• Stay compliant with licensing requirements.
• Attend weekly virtual meetings and trainings.
• Build a long-term client base from leads.
• Help families find protection and financial solutions.

Conocimientos

Tech-savvy

Excellent communicator

Self-motivated

Coachable

Zoom/Phone skills

Customer-oriented

Problem-solving

Descripción del empleo

At The Hunt Agency, we’re a fast-growing, family-led brokerage on a mission to help families secure their financial futures through life insurance, mortgage protection, and retirement solutions.

We believe in doing business with heart — every interaction should leave people better than we found them.

By combining cutting-edge technology with human connection, we’re changing the way insurance is experienced.

No cold calls, no door-knocking. You’ll work directly with a consistent flow of qualified clients who have already shown interest in our products and services.

Responsibilities

• Master our proven sales systems and product suite to serve clients effectively
• Connect with clients who’ve requested information and guide them through the process
• Conduct virtual consultations via Zoom or phone
• Communicate with clients and internal teams to ensure seamless service
• Collaborate with peers and leadership to deliver an exceptional client experience
• Meet promotional benchmarks to unlock growth and income potential
• Stay compliant with state insurance and licensing requirements
• Participate in weekly virtual meetings and trainings
• Build a long-term client base using company-provided and self-generated leads
• Help families find the right protection and financial solutions for their needs

Qualifications

• 3+ years in sales, customer service, or related field preferred (not required)
• Confident using technology and virtual communication tools
• Excellent communicator with strong organizational skills
• Self-motivated, coachable, and goal-driven
• Professional presence over Zoom and the phone
• Customer-oriented with a problem-solving mindset

Requirements

• Must be able 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’ll help)
• Flexibility to meet client schedules, including some evenings or weekends
• 100% remote with flexible scheduling
• Uncapped monthly bonuses tied to performance
• Annual incentive trips for top producers (company and carrier sponsored)
• Access to discounted health and life insurance options
• Fast-track promotions and leadership opportunities for high performers

If you don’t yet have a Life Insurance License, we’ll walk you through the process and help you get licensed within 7–10 days of onboarding.