[Remote] Remote Customer Success Representative (Financial Services)

Note: The job is a remote job and is open to candidates in USA. McLean Family Financial is a fast-growing, family-led brokerage focused on helping families with financial stability through various insurance solutions. They are seeking a Remote Customer Success Representative to connect with clients, conduct consultations, and provide guidance on coverage options while maintaining compliance with state insurance guidelines.

Responsibilities

• Learn and execute our proven sales and client service systems
• Connect with individuals and families who have requested information
• Conduct virtual consultations via phone or Zoom
• Clearly explain coverage options and help clients make informed decisions
• Communicate effectively with clients and internal teams to ensure smooth follow-up
• Collaborate with leadership and peers to deliver an excellent client experience
• Meet activity and performance benchmarks that unlock growth and income opportunities
• Maintain compliance with state insurance and licensing guidelines
• Participate in weekly virtual meetings, coaching, and training sessions
• Build long-term client relationships using company-provided and self-generated leads
• Help families secure appropriate protection and financial solutions

Skills

• Ability to pass a background check
• Reliable phone, computer, and internet connection
• Active Life & Health Insurance License (or willingness to obtain within 7–10 days — we provide guidance and support)
• Flexibility to meet client schedules, including some evenings or weekends
• Comfortable using technology and virtual communication tools
• Strong communication, organization, and follow-through skills
• Self-motivated, coachable, and goal-driven
• Professional presence over the phone and Zoom
• Client-focused with a problem-solving mindset
• Background in sales, customer service, or a related field preferred (not required)

Benefits

• 100% remote with flexible scheduling
• Performance-based compensation with uncapped earning potential
• Monthly bonuses tied to activity and results
• Annual incentive trips for top performers
• Access to discounted life and health insurance options
• Fast-track advancement and leadership opportunities for high performers
• If you don’t yet have a Life Insurance License, we’ll guide you through the process and help you get licensed within 7–10 days of onboarding.

Company Overview