Job Description

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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