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
Wind Site Manager - South Plains I, TX
Shape the Future of Renewable Energy at Vestas! Embark on a career with Vestas, the leader in wind energy, where you'll find an inviting atmosphere that supports professional growth, celebrates your …
CDL-A Truck Driver Weekly Home Time 1500 1600wk
10-4 Logistics USA seeks experienced CDL-A drivers for over-the-road (OTR) assignments offering mileage-based pay, a weekly performance bonus, modern automatic tractors, and regular home-time options.…
Emergency Medicine Physician - EM/FP/IM Perm - Waco, TX 76712
Specialty: Emergency Medicine Location: Waco, TX (J-1 Eligible) Company: Optigy Type: Permanent | Full-Time | Onsite Salary: $255/hr ________________________________________ Position Ove…
Key Account Manager - Protective Coatings (Fourchon, La to Galveston tx)
Date: March 4, 2026 Location: Houston, TX, 77091 Company: AkzoNobel About AkzoNobel Since 1792, we’ve been supplying the innovative paints and coatings that help to color people’s lives and…
Charge Nurse (RN) - Cath Lab
This position may qualify for a sign-on bonus Full Time Days Summary The Charge Registered Nurse is a professional nurse who coordinates, supports and supervises other Registered…
Seafood Team Member (Service Counter) - Part Time
A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change. Our purpose is to nourish people and the planet. That means improving…
Senior HVAC/Plumbing Estimator
We are a large growing mechanical contractor that works on many large mechanical hvac and plumbing (wet/dry) projects. This is a full-time position with great benefits, retirement package, and plenty…
School Psychologist - Elementary
A growing and innovative district in Frisco, Texas is seeking a full-time School Psychologist. Â Position Overview: Â Full-time role K12 caseload options Conduct assessments and share…
Clinic Operations Manager - Fifth Ward
Benefits ~ Paid Time Off & Paid Company Holidays ~ Medical, Dental, Vision & Life Insurance ~ Flexible Spending Account (FSA) ~403(b) Retirement Plan with Company Match ~ Short-Term & Long-T…