Client Success Manager

Educate union and credit union members on the value of life insurance and basic financial literacyConduct virtual client meetings using warm, pre-qualified leads (no cold calling)Provide tailored coverage recommendations that meet each family's needsBuild and manage your own client portfolio with guidance from experienced mentorsTrack performance and progress using our internal systems and support toolsRepresent the values of Service Over Sales, putting clients' well-being firstParticipate in incentive programs, team competitions, and leadership summitsAt least 18 years old and legally authorized to work in the U.S.Able to pass a background checkTech-savvy and comfortable using Zoom and digital toolsMotivated to learn, grow, and help othersStrong communicator with an interest in finance, education, or social impactExperience in leadership, customer service, or peer mentoring is a plus