Remote Client Success Agent (Inbound Calls) - Life Insurance

OverviewJoin a growing remote team where your day centers on inbound phone conversations with families who requested information about life insurance. You’ll listen, ask great questions, explain options in plain language, and guide clients to a confident next step. If you’re naturally helpful, calm on the phone, and consistent with follow‑up, you’ll thrive here. Core Functions • Speak with prospective clients via phone (inbound leads — people who requested info) • Build rapport quickly and complete a needs assessment to understand goals, budget, and coverage gaps • Explain coverage options clearly and accurately so clients can compare choices with confidence • Recommend next steps and support decision‑making without pressure • Follow up consistently (text/phone/email as applicable) to keep momentum and answer questions • Maintain clean CRM notes, tasks, and documentation so every client interaction stays organized What You’ll Bring • Comfortable speaking on the phone and building trust with new people • Strong listening skills and the ability to explain information simply • Reliable follow‑through, time management, and attention to detail • Experience in customer service, teaching, hospitality, retail, healthcare support, or consultative sales is helpful (not required) • Comfort using basic technology (CRM, Zoom/Teams, email, calendars) • Industry experience not required — we train you Schedule & Remote Requirements • Full-time schedule; set hours discussed during interview • Quiet, professional home workspace • Reliable high-speed internet • Comfortable working on the phone for much of the day Tools, Training, and Backing You’ll get a structured onboarding plan, scripts and call frameworks, product training, and live coaching with feedback. You’ll also have access to peer support channels and a team lead for questions as you ramp. The Pay This is a performance‑based role. Total compensation typically falls in the posted range for full‑time representatives who are consistent with calls, follow‑up, and documentation. Your earnings are driven by activity, conversion, and retention — and you’ll have coaching and proven processes to support you. Hiring Process 1. Apply 2. Virtual interview 3. Offer + onboarding start date Click Apply — our team will review your application and reach out within two business days.