Job Description

The Corham Agency | Financial Advisory is seeking remote Customer Success Advisors to deliver consultative client service while progressing on a structured Agency Builder track toward leadership and residual income. This role combines prospecting, client education, policy placement, and ongoing portfolio servicing. Candidates at all experience levels are welcome; licensing guidance, structured onboarding, and ongoing training are provided.

Position summary

• Provide client-centered consultations to assess life, health, and financial protection needs.
• Explain product options clearly, ethically, and in terms tailored to each client’s circumstances.
• Recommend and present customized insurance and protection strategies aligned with client objectives.
• Guide clients through applications, underwriting, policy placement, onboarding, and renewals.
• Maintain long-term client relationships through proactive follow-up and periodic outreach.
• Respond to client inquiries via phone, email, and virtual meetings in a timely and professional manner.
• Stay current on product offerings, underwriting guidelines, compliance standards, and industry developments.
• Collaborate with agency leadership and support teams to meet individual and organizational objectives.

Minimum qualifications

• Strong verbal and written communication skills with a professional interpersonal demeanor.
• Self-motivated, disciplined, and capable of working independently in a remote environment.
• Coachable with a willingness to learn sales, service, and compliance processes.
• Organizational skills and attention to detail; ability to manage multiple client relationships concurrently.
• Reliable internet connection and phone access for remote work.

Preferred qualifications

• Active life and/or health insurance license(s). Candidates without licenses will receive support through the licensing process.
• Experience in customer service, sales, finance, or entrepreneurship.
• Interest in leadership, agency development, and building residual income streams over time.

Compensation and professional development

• 100% commission compensation structure with uncapped earning potential.
• Performance-based promotions, leadership override opportunities, and residual income streams.
• Structured onboarding, ongoing training, and mentorship to support production and career advancement.
• Clear pathways for advancement into leadership roles and potential agency ownership.

Work environment and expectations

• Fully remote role with flexible scheduling and geographic portability.
• Client-first, integrity-driven culture focused on ethical sales, service, and long-term relationship building.
• Self-directed performance with regular collaboration and support from agency leadership and peers.

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