Customer Success Manager - REMOTE

The Locklear Agency; United States; On-site; USD 50,000 - 95,000; Full time

Job summary

A family-focused service organization seeks a motivated individual for a consultative role, working virtually with clients who have requested assistance. Ideal candidates value flexibility and are driven by a performance-based pay structure, with the ability for early compensation increases. This role does not involve cold calling, but instead, focuses on guiding potential clients through their inquiries and providing professional support. Training and mentorship are included to ensure success.

Qualifications

• Prior experience in sales or customer-facing roles is helpful but not required.
• Ability to work virtually via Zoom or phone.
• Comfortable in a performance-driven environment.

Responsibilities

• Guide conversations and answer questions with clients who requested assistance.
• Conduct virtual meetings and follow a consultative process.
• Build long-term relationships with clients and teams.
• Learn and apply company systems and tools
• Participate in ongoing training and development
• Build long-term client and team relationships

Skills

Consultative approach

Client-focused communication

Flexibility in schedule

Motivation by results

Job description

The Locklear Agency is an established organization built on vision, integrity, and a commitment to serving families at a high level. Our mission is simple: help people protect what matters most while leaving every individual better than we found them.

We take a modern approach to the industry by combining technology, streamlined systems, and genuine human connection to create an efficient and professional experience for the families we serve.

No cold calling. No chasing.

You work exclusively with individuals who have already requested information or assistance.

About the Opportunity

This is not a traditional sales role.

The position is best described as a consultative, client-focused role. Individuals you work with have already expressed interest in coverage. Your responsibility is to guide conversations, answer questions, and help clients move forward with confidence.

All work is conducted virtually (Zoom or phone) and supported by structured training, mentorship, and proven systems.

What You’ll Do

• Work with individuals and families who have requested information
• Conduct virtual conversations via Zoom or phone
• Follow a service-first, consultative process
• Learn and apply company systems and tools
• Participate in ongoing training and development
• Build long-term client and team relationships

Who This Is For

• Professionals seeking a performance-based role with uncapped earning potential
• Individuals who value true flexibility and ownership of their schedule
• People motivated by growth tied to effort, consistency, and results
• Candidates interested in an opportunity where increased compensation is achievable early on, including the ability to earn up to a 15% increase within the first 90 days, based on performance and milestones
• Those who prefer advancement based on merit rather than tenure

Prior experience in sales or customer-facing roles is helpful but not required.

Compensation & Growth

Compensation is performance-based pay tied to individual effort and results. Growth opportunities, incentives, and leadership pathways are available for those who perform and remain consistent.

Guidance and support are provided for individuals who need to obtain the required licensing.

Final Note

This opportunity is ideal for individuals who enjoy helping others, value flexibility, and are comfortable in a performance-driven environment. Specific expectations, systems, and next steps are reviewed during the Partner Briefing.

If this sounds aligned, we welcome the conversation.