Remote Customer Success Advisor | Agency Builder Track | Unlimited Income
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. This remote, commission-based Customer Success Advisor role combines consultative client service with a structured pathway for leadership and agency development. The position is suitable for both licensed agents and candidates new to the industry; the agency provides licensing support, structured onboarding, and ongoing training.
Key responsibilities include:
- 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 requirements:
- 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 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 a flexible schedule 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.
- Open to both licensed and unlicensed candidates; licensing guidance and a development platform are provided.
This role offers the opportunity to serve clients while building a scalable income and leadership trajectory within a supportive, development-focused agency.
Recommended Jobs
Vice President, Risk Framework, Governance and Regulatory Engagement Lead
We're seeking someone to join our team as a Risk Framework, Governance and Regulatory Engagement Lead to define and strengthen the third-party risk management framework, governance standards, policy …
Line Cook
We’re all about fresh, made-to-order fajitas and delivering top-tier Tex-Mex straight to our guests’ doors (or tables). Our kitchen crew is tight, fast, and focused—and we’re looking for someone awes…
Distribution Center Driver
Distribution Center Driver / Shipping and Receiving Associate We are seeking a reliable, motivated, and customer-focused Distribution Center Driver / Shipping and Receiving Associate who embodies our…
Junior Business Program Manager (Austine Site)
Job Summary As a Junior Business Program Manager, you will support the life cycle of products and services that deliver value to customers. During this time, you will learn how to develop system- …
Branch Manager - To $92K - Austin, TX - Job # 3536
Branch Manager – To $92K – Austin, TX – Job # 3536 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition …
Female Caregiver Needed - Zip Code 78258
Job Description Job Description Position: In-Home Female Caregiver Location: San Antonio, TX 78258 We are seeking a compassionate, experienced, and reliable FEMALE caregiver to assist wi…
Sr. Talent & Culture Business Partner
Know where you belong! Match Group is a leading provider of dating products across the globe. Our portfolio includes Tinder, Hinge, Match, Meetic, PlentyOfFish, OkCupid, The League, HER, and others…
Part-Time Professional Residential Educator
THE MONARCH SCHOOL PROFESSIONAL RESIDENTIAL EDUCATOR - Part-Time of Students in the Residential Services Program Job Description POSITION: Professional Residential Educators at The Monarch Schoo…
Information Technologist
IT (Information Technologists) generally design, operate, or maintain technology products. Not limited to employment with technology companies, IT specialists may work with any businesses, agenc…
Material Handler
A Place Where People Matter. Start your career journey with Univar Solutions! Here you can make an impact on the world around you and accelerate your career in areas that energize and excite you…