Remote Client Success Specialist

Remote Client Success Specialist

The Weatherspoon Agency is expanding its remote team and is looking for motivated professionals who enjoy helping people, communicating with clients and building long-term relationships.

This is a remote, client-facing life insurance sales and service position. Representatives meet virtually with individuals and families who have requested information about available supplemental insurance benefits.

Our representatives help clients understand their options, identify their coverage needs and complete the enrollment process.

What You Will Do

• Meet with clients virtually by phone and Zoom
• Review available supplemental life insurance and benefit programs
• Explain coverage options in a clear and professional manner
• Help clients complete applications and enrollment documents
• Follow up with existing clients regarding their benefits
• Maintain accurate client records
• Participate in ongoing training and leadership development

What We Provide

• Company-provided warm leads
• No door-to-door prospecting
• No purchasing leads
• Virtual training and continuing mentorship
• Licensing guidance for qualified candidates
• Technology and systems needed to work remotely
• Performance-based advancement opportunities
• A defined path toward leadership and team development

Compensation

This is an independent contractor position.

Compensation includes:

• Commission-based income
• Performance bonuses
• Renewal income
• Leadership and advancement incentives

There is no hourly wage or guaranteed base salary. Earnings are based on individual activity, sales production and performance.

Qualifications

• Strong communication and people skills
• Comfortable meeting with clients virtually
• Reliable computer, internet access and phone
• Self-motivated and able to work independently
• Willing to complete required insurance licensing
• Current life insurance license is helpful but not required to apply
• Must reside in the state connected to this posting

No previous insurance experience is required. Candidates with backgrounds in customer service, sales, education, management, hospitality or healthcare often transition well into this role.

Application Process

Qualified applicants will be invited to complete a brief phone interview to learn more about the position, compensation structure, licensing process, training and career path.