Remote Customer Success Advisor | Agency Builder Track | Unlimited Income

The Corham Agency; Dallas (TX); Remote; USD 60,000 - 180,000; Full time

Benefits offered by this job

Uncapped earning potential

Performance-based promotions

Structured onboarding and ongoing training

Job summary

A financial services agency is seeking a Customer Success Advisor to educate and empower clients in making informed financial decisions. This fully remote position is commission-based, suitable for both licensed and unlicensed candidates, offering extensive training and support. Responsibilities include consulting with clients, presenting insurance solutions, and maintaining strong client relationships. Strong communication, self-motivation, and organizational skills are essential. Join a culture focused on integrity-driven service and career development opportunities.

Qualifications

• Must work independently in a remote environment.
• Ability to manage multiple client relationships.
• Willingness to learn sales, service, and compliance processes.
• Organizational skills and attention to detail; ability to manage multiple client relationships.

Responsibilities

• Consult with clients to assess financial protection needs.
• Explain product options with a client-centered focus.
• Guide clients through applications and onboarding processes.
• Guide clients through applications, underwriting, policy placement, onboarding, and renewals.
• Maintain long-term client relationships through proactive follow-up and periodic outreach.
• Respond to client inquiries via phone, email, and virtual meetings in a timely manner.
• Stay current on product offerings, underwriting guidelines, compliance standards, and industry developments.
• Collaborate with agency leadership and support teams to meet individual and team objectives.

Skills

Strong verbal and written communication skills

Self-motivated and disciplined

Coachable attitude

Organizational skills

Job description

The Corham Agency | Financial Advisory is a growing life, health, and financial services agency focused on educating and empowering individuals and families to make informed decisions about their financial protection. This remote, commission-based Customer Success Advisor role combines consultative client service with a structured pathway for leadership and agency development. The position is suitable for both licensed agents and candidates new to the industry; the agency provides licensing support, structured onboarding, and ongoing training.

Key Responsibilities Include

• Consult with prospective and existing clients to assess life, health, and financial protection needs.
• Explain product options clearly, ethically, and with a client-centered focus.
• Recommend and present customized insurance and protection solutions.
• Guide clients through applications, underwriting, policy placement, onboarding, and renewals.
• Maintain long-term client relationships through proactive follow-up and periodic outreach.
• Respond to client inquiries via phone, email, and virtual meetings in a timely manner.
• Stay current on product offerings, underwriting guidelines, compliance standards, and industry developments.
• Collaborate with agency leadership and support teams to meet individual and team objectives.

Minimum Requirements

• Strong verbal and written communication skills and a professional interpersonal demeanor.
• Self-motivated, disciplined, and capable of working independently in a remote environment.
• Coachable attitude with willingness to learn sales, service, and compliance processes.
• Organizational skills and attention to detail; ability to manage multiple client relationships.
• Reliable internet connection and phone access for remote work.

Preferred Qualifications

• Active life and health insurance license(s). Candidates without licenses will be supported through the licensing process.
• Experience in customer service, sales, finance, or entrepreneurship.
• Interest in leadership, agency development, and building residual income over time.

Compensation and Professional Development

• 100% commission compensation structure with uncapped earning potential.
• Performance-based promotions, leadership overrides, and residual income opportunities.
• Structured onboarding, ongoing training, and mentorship to support production and career advancement.
• Clear pathways for advancement into leadership roles and potential agency ownership.

Work Environment and Expectations

• Fully remote role with a flexible schedule and geographic portability.
• Client-first, integrity-driven culture focused on ethical sales, service, and long-term relationship building.
• Self-directed performance with regular collaboration and support from agency leadership and peers.
• Open to both licensed and unlicensed candidates; licensing guidance and a development platform are provided.

This role offers the opportunity to serve clients while building a scalable income and leadership trajectory within a supportive, development-focused agency.