[Remote] Customer Success Specialist - Remote

Note: The job is a remote job and is open to candidates in USA. Sandhills Financial Group is a rapidly expanding, family-led brokerage focused on helping individuals and families protect what matters most. The Customer Success Specialist will connect with clients, guide them through their options, and maintain consistent communication to deliver a high-quality client experience.ResponsibilitiesConnect with clients who have requested information and guide them through their optionsConduct virtual consultations via Zoom or phoneMaintain consistent communication with clients and internal support teamsCollaborate with peers and leadership to deliver a high-quality client experienceAchieve performance benchmarks that unlock advancement and increased earning potentialRemain compliant with all state insurance and licensing requirementsParticipate in weekly virtual trainings and team meetingsBuild and maintain a long-term book of business using company-provided and self-generated leadsHelp families identify protection and financial solutions aligned with their goalsSkillsExperience in sales, customer service, or a related field is helpful but not requiredComfortable using technology and virtual communication platformsStrong communication and organizational skillsSelf-motivated, coachable, and driven to achieve goalsProfessional and confident presence on Zoom and phone callsClient-focused with a solution-oriented mindsetAbility to pass a background checkReliable phone, computer, and internet connectionActive Life & Health Insurance License or willingness to obtain one within 7–10 days (we provide guidance)Schedule flexibility to meet client availability, including some evenings or weekendsBenefits100% remote role with flexible schedulingPerformance-based compensation with uncapped monthly bonusesAnnual incentive trips for top performers, sponsored by the company and carrier partnersAccess to discounted life and health insurance optionsFast-track advancement and leadership opportunities for top producersCompany OverviewSandhills Financial Group is a performance-driven insurance brokerage built for high-caliber agents and sales leaders who want to launch fast, scale confidently, and build profitable careers. It was founded in 2020, and is headquartered in Pinehurst, NC, US, with a workforce of 51-200 employees. Its website is https://www.sandhillsfinancialgroup.com.