Client Success Specialist - Remote

Sandhills Financial Group; United States; Remote; USD 50,000 - 120,000; Full time

Benefits offered by this job

Remote role

Uncapped bonuses

Annual incentive trips

Discounted insurance options

Fast-track advancement

Job summary

Sandhills Financial Group is seeking a driven professional for a fully remote, commission-based role focused on life insurance, mortgage protection, and retirement planning. You will conduct virtual consultations via Zoom or phone, guide clients through options, and maintain ongoing relationships to build a long-term book of business.

We offer uncapped monthly bonuses, annual incentive trips, access to discounted insurance options, and fast-track leadership opportunities for top producers.

Qualifications

• Experience in sales or customer service is helpful but not required.
• Comfortable using technology and virtual communication platforms.
• Strong communication and organizational skills.
• Self-motivated, coachable, and driven to achieve goals.
• Professional presence on Zoom and phone calls.
• Compliance with licensing requirements and state regulations.

Responsibilities

• Connect with clients who have requested information and guide them through their options.
• Conduct virtual consultations via Zoom or phone
• Maintain consistent communication with clients and internal support teams
• Collaborate with peers and leadership to deliver a high-quality client experience
• Achieve performance benchmarks that unlock advancement and increased earning potential
• Remain compliant with all state insurance and licensing requirements
• Participate in weekly virtual trainings and team meetings
• Build and maintain a long-term book of business using company-provided and self-generated leads
• Help families identify protection and financial solutions aligned with their goals

Skills

Strong communication

Self-motivated

Tech-savvy

Zoom/Phone savvy

Client-focused

Education

High school diploma or equivalent

Tools

Zoom

Job description

Sandhills Financial Group is a rapidly expanding, family-led brokerage focused on helping individuals and families protect what matters most. Our work centers around life insurance, mortgage protection, and retirement planning, all with the goal of creating long-term financial security. We believe insurance should feel personal, not transactional. Every conversation is rooted in integrity, empathy, and genuine care. By blending innovative technology with real human connection, we've built a client-first experience that's redefining the insurance experience. There's no cold calling or door-to-door work. You'll work with a steady flow of qualified prospects who have already expressed interest in our solutions.

Responsibilities

• Connect with clients who have requested information and guide them through their options
• Conduct virtual consultations via Zoom or phone
• Maintain consistent communication with clients and internal support teams
• Collaborate with peers and leadership to deliver a high-quality client experience
• Achieve performance benchmarks that unlock advancement and increased earning potential
• Remain compliant with all state insurance and licensing requirements
• Participate in weekly virtual trainings and team meetings
• Build and maintain a long-term book of business using company-provided and self-generated leads
• Help families identify protection and financial solutions aligned with their goals

Qualifications

• Experience in sales, customer service, or a related field is helpful but not required
• Comfortable using technology and virtual communication platforms
• Strong communication and organizational skills
• Self-motivated, coachable, and driven to achieve goals
• Professional and confident presence on Zoom and phone calls
• Client-focused with a solution-oriented mindset

Required Skills

• Ability to pass a background check
• Reliable phone, computer, and internet connection
• Active Life & Health Insurance License or willingness to obtain one within 7-10 days (we provide guidance)
• Schedule flexibility to meet client availability, including some evenings or weekends

Pay range and compensation package

• 100% remote role with flexible scheduling
• Performance-based fully commission compensation with uncapped monthly bonuses
• Annual incentive trips for top performers, sponsored by the company and carrier partners
• Access to discounted life and health insurance options
• Fast-track advancement and leadership opportunities for top producers