Customer Service Specialist

The Spencer Financial Group; United States; Remote; USD 55,000 - 75,000; Full time

Job summary

A leading financial services company is seeking motivated individuals for a remote career in client support and sales. This entry-level position offers flexible scheduling and comprehensive training to help you succeed. Ideal for those looking for a meaningful career shift, the role includes engaging with clients, guiding them through insurance options, and meeting performance goals. Join a supportive team culture with opportunities for advancement and professional development.

Benefits

Comprehensive training and licensing guidance

Mentorship and a supportive team culture

Flexible scheduling

Qualifications

• Willingness to earn a Life & Health Insurance License.
• Strong communication skills and a positive mindset.

Responsibilities

• Engage with individuals who have requested information.
• Guide families in understanding their life insurance options.
• Conduct virtual consultations via phone, Zoom, or CRM.

Skills

Communication

Motivation

Coachable

Education

Life & Health Insurance License

Tools

CRM

Job description

5 days ago Be among the first 25 applicants

The Spencer Financial Group provided pay range

This range is provided by The Spencer Financial Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$55,000.00/yr - $75,000.00/yr

Remote Career Opportunity with Purpose, Flexibility, and Growth

Looking for a remote career that offers more than just a paycheck?

At Spencer Financial Group, we support individuals from all backgrounds—veterans, military spouses, career changers, and those seeking greater freedom and fulfillment—in building rewarding careers in client support and sales.

We provide the tools, training, and team support to help you succeed from home.

What We Offer:

• Warm leads only – You’ll connect with people who have already expressed interest
• Comprehensive training and licensing guidance
• Flexible scheduling and a fully remote work environment
• Mentorship and a supportive team culture

What You’ll Do:

• Engage with individuals who have requested information
• Guide families in understanding their life insurance options
• Conduct virtual consultations via phone, Zoom, or CRM
• Meet weekly performance goals with support and structure
• Participate in ongoing virtual training and coaching

Who Thrives Here:

Experience is a bonus—but not a requirement. We look for motivated, coachable people ready to learn and grow.

You may thrive in this role if you have experience in:

• Customer Service or Call Centers
• Retail, Hospitality, or Food Service
• Healthcare or Caregiving
• Military service or as a Military Spouse
• Or if you’re looking for a meaningful career shift

What You’ll Need:

• A computer or laptop, phone, and internet access
• A quiet home workspace
• Willingness to earn a Life & Health Insurance License
• (We’ll guide you through the process—many complete it in under two weeks)
• Strong communication skills and a positive, professional mindset
• Ability to complete a background screening
• Performance-based earnings and incentives
• Clear path to advancement and leadership roles
• Ongoing training and professional development
• A collaborative, encouraging environment
• True work-life balance—build a career that fits your life

Interested in growing your career with purpose and flexibility?

Visit www.SpencerFG.com to learn more and apply.

Please note: This is a fully remote, independent contractor opportunity requiring licensure in Life & Health Insurance (with support provided).

#RemoteJobs #CareerGrowth #FlexibleWork #WorkFromHome #ProfessionalDevelopment #Veterans #MilitarySpouseCareers #CustomerSuccess #SalesOpportunity #CareerChange

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Business Development, and Customer Service

• Industries

  Financial Services, Business Consulting and Services, and Insurance

Referrals increase your chances of interviewing at The Spencer Financial Group by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

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