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
We protect families with life insurance, mortgage protection, and retirement solutions — but what we really do is build people. It was founded in 2018, and is headquartered in Fayetteville, NC, US, with a workforce of 11-50 employees. Its website is .