Remote Customer Success Advisor — Path to Leadership & Growth

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.

Responsibilities

• Consult with clients to assess financial protection needs.
• Explain product options with a client-centered focus.
• Guide clients through applications and onboarding processes.

Skills

Strong verbal and written communication skills

Self-motivated and disciplined

Coachable attitude

Organizational skills

Job description

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.