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