Job Overview
Career Opportunities with a Leading Financial Services Provider.
A great place to work, where professionals thrive and grow.
Current job opportunities are posted here as they become available.
Location:
Remote (Work From Home)
Work Hours:
Full-Time | Flexible Schedule
About Us:
We help families protect their futures with life insurance solutions built on integrity, transparency, and heart. We're growing and looking for a Virtual Customer Success Manager to ensure our clients get the best possible support—from first contact to long-term service.
Key Responsibilities
* Handle virtual client interactions from onboarding to ongoing support.
* Provide personalized guidance to help clients understand and maintain their insurance coverage.
* Use warm, qualified leads—no cold calling, no door-to-door sales.
* Maintain accurate records, track performance, and contribute to client retention.
* Collaborate with teammates to improve client experience and outcomes.
* Stay current on products, systems, and compliance requirements.
* If unlicensed, complete our self-paced, company-supported life insurance training program.
Requirements
* No insurance experience needed—we provide full training.
* Excellent communication skills with a focus on listening and problem-solving.
* Ability to work independently and stay organized in a virtual environment.
* A client-first mindset and strong follow-through.
* Eagerness to learn, grow, and help others succeed.
* A commitment to professionalism, empathy, and ethical standards.
Benefits
* Commission-only pay with unlimited earning potential and monthly bonuses.
* 100% remote work – serve clients from anywhere.
* Pre-qualified leads – focus on relationship-building, not prospecting.
* A supportive team culture focused on mentorship and shared success.
* Advancement opportunities into leadership and client management roles.
What You'll Get
If you're motivated, dependable, and passionate about helping people, this role is a great fit. Join a company that puts people first—clients and team members alike—and build a career that's meaningful and flexible. We're an Equal Opportunity Employer: we value diversity and welcome individuals from all backgrounds. We're committed to building a supportive, inclusive workplace.