Customer Success Manager – Life Insurance

Job Description

Remote – Entry-Level Customer Success Specialist | The Leber Agency

The Tone:
This is a remote, entry-level role at The Leber Agency, available across the United States. The Leber Agency operates in the life insurance field, dedicated to helping families choose the best protection options for their future. This role is essential for guiding clients through critical financial decisions, educating them on available options, and tailoring solutions to their unique needs. It offers a structured path for growth within a supportive team environment focused on mentorship and accountability.

The TL;DR
• Role: Early Career
• Type: Flexible Scheduling
• Location: Remote, United States
• Mission: To equip families with appropriate life insurance and financial protection by offering customized coverage solutions.

What You’ll Actually Do
• Consult: Engage with pre-qualified clients sourced through warm leads, eliminating the need for cold calling.
• Educate: Inform families about life insurance options and broader financial protection strategies.
• Customize: Design and present tailored coverage solutions that align with individual client needs and budget constraints.
• Guide: Assist clients throughout the process of understanding and selecting the most suitable protection for their families.

The Must-Haves
• Background: U.S. citizens or green card holders, committed to building a career in sales and serving families with integrity.
• Experience: No specific prior experience is required, but a strong drive to establish a career in sales is essential.
• Skills: Demonstrated self-motivation and a coachable attitude.