[Remote] Customer Success Specialist - Remote
Note: The job is a remote job and is open to candidates in USA. Sandhills Financial Group is a rapidly expanding, family-led brokerage focused on helping individuals and families protect what matters most. The Customer Success Specialist will connect with clients, guide them through their options, and maintain consistent communication to deliver a high-quality client experience.
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
- 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
- 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
Benefits
- 100% remote role with flexible scheduling
- Performance-based 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
Company Overview