InsuraTec · 5 hours ago
Customer Success Manager
New York, NY
Full-time
Remote
Entry Level
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Responsibilities
Engage and connect with clients through company-provided leads.
Identify client needs and provide suitable life insurance options.
Build trust and long-term relationships with clients to support retention.
Deliver outstanding customer service to ensure high client satisfaction.
Continuously develop sales and product expertise through provided training.
Qualification
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Required
Possess or be willing to obtain a Life Insurance License.
No prior experience necessary—training will be provided for qualified candidates.
Strong interpersonal and communication skills.
Self-motivated and able to work independently in a remote environment.
Dedicated to ethical practices and delivering client-centered solutions.
Excellent time management and task organization skills are essential.
Must be comfortable working in a commission-only role.
Benefits
In-depth training and dedicated support
Flexible remote work with adaptable scheduling
No cold calling or door-to-door sales required
Unlimited earning potential based on performance
Company
InsuraTec
InsuraTec is a financial services company.
Founded in 2021
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Greg Birch
VP of Sales and Marketing
Company data provided by crunchbase
