The Corham Agency | Financial Advisory is a growing life, health, and financial services agency focused on educating and empowering individuals and families to make informed decisions about their financial protection. We are seeking a remote, commission-based Customer Success Advisor to deliver consultative client service while progressing on a structured Agency Builder track toward leadership and residual income.
Position summary: This role combines prospecting, client education, policy placement, and ongoing portfolio servicing. The position is suitable for candidates who hold life and/or health licenses as well as those new to the industry; licensing guidance, structured onboarding, and ongoing training are provided.
Key responsibilities:
Consult with prospective and existing clients to assess life, health, and financial protection needs.
Explain product options clearly, ethically, and with a client-centered focus.
Recommend and present customized insurance and protection solutions.
Guide clients through applications, underwriting, policy placement, onboarding, and renewals.
Maintain long-term client relationships through proactive follow-up and periodic outreach.
Respond to client inquiries via phone, email, and virtual meetings in a timely manner.
Stay current on product offerings, underwriting guidelines, compliance standards, and industry developments.
Collaborate with agency leadership and support teams to meet individual and team objectives.
Minimum qualifications:
Strong verbal and written communication skills and a professional interpersonal demeanor.
Self-motivated, disciplined, and capable of working independently in a remote environment.
Coachable attitude with willingness to learn sales, service, and compliance processes.
Organizational skills and attention to detail; ability to manage multiple client relationships.
Reliable internet connection and phone access for remote work.
Preferred qualifications:
Active life and/or health insurance license(s); candidates without licenses will be supported through the licensing process.
Experience in customer service, sales, finance, or entrepreneurship.
Interest in leadership, agency development, and building residual income over time.
Compensation and professional development:
100% commission compensation structure with uncapped earning potential.
Performance-based promotions, leadership overrides, and residual income opportunities.
Structured onboarding, ongoing training, and mentorship to support production and career advancement.
Clear pathways for advancement into leadership roles and potential agency ownership.
Work environment and expectations:
Fully remote role with flexible scheduling and geographic portability.
Client-first, integrity-driven culture focused on ethical sales, service, and long-term relationship building.
Self-directed performance with regular collaboration and support from agency leadership and peers.
This role provides the opportunity to serve clients while building a scalable income stream and a defined pathway into agency leadership within a supportive, development-focused organization.
