[Remote] Client Care Coordinator – Work From Home

Note: The job is a remote job and is open to candidates in USA. McLean Family Financial is a fast-growing, family-led brokerage dedicated to helping families protect their income and long-term financial stability. The Client Care Coordinator will connect with individuals and families who have requested information, conduct virtual consultations, and help clients make informed decisions about their coverage options.ResponsibilitiesLearn and execute our proven sales and client service systemsConnect with individuals and families who have requested informationConduct virtual consultations via phone or ZoomClearly explain coverage options and help clients make informed decisionsCommunicate effectively with clients and internal teams to ensure smooth follow-upCollaborate with leadership and peers to deliver an excellent client experienceMeet activity and performance benchmarks that unlock growth and income opportunitiesMaintain compliance with state insurance and licensing guidelinesParticipate in weekly virtual meetings, coaching, and training sessionsBuild long-term client relationships using company-provided and self-generated leadsHelp families secure appropriate protection and financial solutionsSkillsAbility to pass a background checkReliable phone, computer, and internet connectionActive Life & Health Insurance License (or willingness to obtain within 7–10 days — we provide guidance and support)Flexibility to meet client schedules, including some evenings or weekendsStrong communication, organization, and follow-through skillsSelf-motivated, coachable, and goal-drivenProfessional presence over the phone and ZoomClient-focused with a problem-solving mindsetBackground in sales, customer service, or a related field preferred (not required)Comfortable using technology and virtual communication toolsBenefits100% remote with flexible schedulingMonthly bonuses tied to activity and resultsAnnual incentive trips for top performersAccess to discounted life and health insurance optionsFast-track advancement and leadership opportunities for high performersCompany OverviewWe protect families with life insurance, mortgage protection, and retirement solutions — but what we really do is build people. It was founded in 2018, and is headquartered in Fayetteville, NC, US, with a workforce of 11-50 employees. Its website is .



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