Remote Customer Success Advisor | Agency Builder Track | Unlimited Income
The Corham Agency, Orlando, Florida, us, 32885
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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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.
#J-18808-Ljbffr