Offer summary

Qualifications:

Strong communication skills and customer service experience., Self-motivated and able to work in a flexible, remote environment., Eager to learn and grow within the financial services industry., No prior experience required; comprehensive training provided..

Key responsabilities:

Develop and maintain strong relationships with existing clients for retention.

Assess clients' financial protection needs and provide customized solutions.

Educate clients on their options to facilitate informed decision-making.

Manage a pipeline of warm leads and provide ongoing support to enhance customer experience.

Job description

Now Hiring: Customer Retention Specialist

Are you passionate about building strong customer relationships and ensuring long-term satisfaction? Do you want a flexible, high-income career where you control your own success? As a Customer Retention Specialist, you will play a key role in maintaining client loyalty, providing tailored financial protection solutions, and delivering exceptional service.

No experience? No problem. We provide comprehensive training and mentorship to help you get licensed and excel in the financial services industry.

What You’ll Do

Develop and maintain strong relationships with existing clients to ensure long-term retention.
Assess clients’ financial protection needs and provide customized life insurance solutions.
Educate clients on their options to help them make informed decisions.
Manage a pipeline of warm, pre-qualified leads—no cold calling or selling to friends and family.
Provide expert guidance and ongoing support to enhance the customer experience.

Who We're Looking For

Strong communicators who excel at customer service and relationship management.
Self-motivated professionals who thrive in a flexible, remote environment.
Coachable individuals eager to learn and grow within the industry.
Ambitious professionals looking for a long-term career with stability and unlimited earning potential.

Why Work With Us?

Remote & Flexible Schedule – Work from anywhere, full-time or part-time.
Uncapped Earnings Potential –
- Part-Time: $70,000 - $150,000+ per year
- Full-Time: $150,000+++ per year
No Experience Required – Full training and continuous support provided.
Leads Provided – Work with clients actively looking for life insurance coverage.
Daily Pay & Performance Bonuses – Get paid directly by insurance carriers.
No Sales Quotas, No Hidden Fees – A pressure-free environment focused on your success.
Career Growth & Leadership Opportunities – Option to build your own agency, but not required.
Health Insurance Options Available.