Remote Customer Success Advisor | Agency Builder Track | Unlimited Income

The Corham Agency | Financial Advisory • Remote (Charlotte, North Carolina, United States) • $0 / year • 2h ago

The Corham Agency | Financial Advisory seeks remote Customer Success Advisors to deliver consultative client service while advancing on a structured Agency Builder track toward leadership and residual income. This role combines prospecting, client education, policy placement, and ongoing portfolio servicing. Candidates may be licensed or new to the industry; licensing guidance, structured onboarding, and ongoing training are provided.

Position summary: Provide client-centered consultations to assess life, health, and financial protection needs. Explain product options clearly, ethically, and in a manner tailored to each client’s circumstances. Recommend and present customized insurance and protection solutions. Support 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 and professional manner. Stay current on product offerings, underwriting guidelines, compliance standards, and industry developments. Collaborate with agency leadership and support teams to meet individual and organizational 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 concurrently. 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 streams. 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 progressing toward leadership within a development-focused agency.

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