Remote Customer Success Assistant
About Us
At
McLean Family Financial
, we’re a fast-growing, family-led brokerage dedicated to helping families protect their income, homes, and long-term financial stability through life insurance, mortgage protection, and retirement-focused solutions.
We believe in leading with integrity and impact — every conversation should leave people better informed and more confident about their future.
By combining modern technology with a relationship-first approach, we’ve built a fully remote system that allows our team to serve clients nationwide.
There’s
no cold calling and no door-knocking
. You’ll work with a consistent flow of clients who have already requested information and are actively seeking guidance.
Responsibilities
• Learn and execute our proven sales and client service systems
• Connect with individuals and families who have requested information
• Conduct virtual consultations via phone or Zoom
• Clearly explain coverage options and help clients make informed decisions
• Communicate effectively with clients and internal teams to ensure smooth follow-up
• Collaborate with leadership and peers to deliver an excellent client experience
• Meet activity and performance benchmarks that unlock growth and income opportunities
• Maintain compliance with state insurance and licensing guidelines
• Participate in weekly virtual meetings, coaching, and training sessions
• Build long-term client relationships using company-provided and self-generated leads
• Help families secure appropriate protection and financial solutions
Qualifications
• Background in sales, customer service, or a related field preferred (not required)
• Comfortable using technology and virtual communication tools
• Strong communication, organization, and follow-through skills
• Self-motivated, coachable, and goal-driven
• Professional presence over the phone and Zoom
• Client-focused with a problem-solving mindset
Requirements
• Ability to pass a background check
• Reliable phone, computer, and internet connection
• Active 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 weekends
Benefits
• 100% remote with flexible scheduling
• Performance-based compensation with uncapped earning potential
• Monthly bonuses tied to activity and results
• Annual incentive trips for top performers
• Access to discounted life and health insurance options
• Fast-track advancement and leadership opportunities for high performers
If you don’t yet have a Life Insurance License, we’ll guide you through the process and help you get licensed within
7–10 days
of onboarding.
Apply tot his job
Apply To this Job
At
McLean Family Financial
, we’re a fast-growing, family-led brokerage dedicated to helping families protect their income, homes, and long-term financial stability through life insurance, mortgage protection, and retirement-focused solutions.
We believe in leading with integrity and impact — every conversation should leave people better informed and more confident about their future.
By combining modern technology with a relationship-first approach, we’ve built a fully remote system that allows our team to serve clients nationwide.
There’s
no cold calling and no door-knocking
. You’ll work with a consistent flow of clients who have already requested information and are actively seeking guidance.
Responsibilities
• Learn and execute our proven sales and client service systems
• Connect with individuals and families who have requested information
• Conduct virtual consultations via phone or Zoom
• Clearly explain coverage options and help clients make informed decisions
• Communicate effectively with clients and internal teams to ensure smooth follow-up
• Collaborate with leadership and peers to deliver an excellent client experience
• Meet activity and performance benchmarks that unlock growth and income opportunities
• Maintain compliance with state insurance and licensing guidelines
• Participate in weekly virtual meetings, coaching, and training sessions
• Build long-term client relationships using company-provided and self-generated leads
• Help families secure appropriate protection and financial solutions
Qualifications
• Background in sales, customer service, or a related field preferred (not required)
• Comfortable using technology and virtual communication tools
• Strong communication, organization, and follow-through skills
• Self-motivated, coachable, and goal-driven
• Professional presence over the phone and Zoom
• Client-focused with a problem-solving mindset
Requirements
• Ability to pass a background check
• Reliable phone, computer, and internet connection
• Active 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 weekends
Benefits
• 100% remote with flexible scheduling
• Performance-based compensation with uncapped earning potential
• Monthly bonuses tied to activity and results
• Annual incentive trips for top performers
• Access to discounted life and health insurance options
• Fast-track advancement and leadership opportunities for high performers
If you don’t yet have a Life Insurance License, we’ll guide you through the process and help you get licensed within
7–10 days
of onboarding.
Apply tot his job
Apply To this Job