Customer Success Associate

Boca Raton, Florida

Passion Over Routine
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About The Job:

We are seeking a driven and client-focused professional to join our growing team as a Client Solutions Agent. In this independent contractor role, you will be trained to deliver high-value financial services solutions to individuals and families. Ideal candidates are entrepreneurial in spirit, value professional development and are passionate about making a meaningful impact. No experience necessary.

You will have the flexibility to work remotely with a requirement to attend in person training three days each week. This hands on sessions provide mentorship, system training and skill development to ensure long-term success in the role. This role is commission-based with growth potential for those who are goal-oriented and committed to long-term success.

Key Responsibilities:


• Develop relationships with clients to identify financial protection needs


• Educate clients on customized solutions that align with their goals


• Maintain a high level of professionalism and compliance


• Participate in regular training and development sessions


• Build and manage a growing book of business

Qualifications:


• Strong interpersonal and communication skills


• Self-motivated with a professional demeanor


• Willing to obtain a state-required life insurance license (assistance provided)


• Previous customer service, sales, or consulting experience is a plus


• Passion for helping others and building long-term client relationships

Compensation & Benefits:


• Commission-based with performance incentives and bonus opportunities


• Access to leadership development and industry training


• Work-from-home flexibility


• Clear path for growth and advancement within the organization

Date Posted: 29 April 2025
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