Experior Financial Group · 1 day ago
Bilingual Client Success Manager (Agent Experience) (English/ Spanish)
United States
Full-time
Remote
Senior Level
$70K/yr - $85K/yr
5+ years expExperior Financial Group Inc. is looking for a Bilingual Client Success Manager to lead their client success team as they pursue ambitious growth. This role is responsible for championing the experience and success of independent insurance agents, focusing on agent engagement, digital platform user experience, and scalable support operations.
Financial ServicesInsuranceLife Insurance
No H1B
Responsibilities
Drive the look, feel, and usability of the agent digital platform. Ensure it is visually appealing, intuitive, and tailored to key agent segments. Serve as the voice of the agent, collaborating with product and UX teams to advocate for changes that enhance productivity and satisfaction
Develop scalable programs and tools that help agents recruit and expand their agencies, working alongside marketing and agent success teams
Own the content library, curating and organizing marketing assets, training content, and sales tools so they're easily accessible and aligned to agent needs and LMS strategy
Drive engagement on our internal community platform. Collaborate with the Social Media Manager and Email Marketing Specialists by providing insights into agent needs and priorities to ensure messaging resonates authentically, while these specialists lead the day-to-day execution
Build direct relationships with agents and leaders to gather ongoing feedback. Use insights to guide community-building efforts and resource development, partnering with the brand and field marketing teams
Provide responsive agent support to a fast-growing network by triaging requests, developing efficient tiered systems (self-service, peer community, and personalized assistance), and leveraging technology and AI to scale support without proportional team growth
Qualification
Required
Experience building and managing a small team, or strong track record leading people and projects is required
Fluency in both English and Spanish (written, spoken, and reading) is required
5+ years scaling client success programs for independent contractors or partner networks is required
Must reside and be authorized to work in the USA
Preferred
Bachelor's degree in business, Marketing, Communications, or a related field preferred. Equivalent work experience will also be considered
Experience in financial services, insurance, or direct sales preferred
Experience building support systems that improve satisfaction while reducing operational costs
Background in digital platform UX and user-centered design
Comfortable collaborating with marketing teams on email and social strategy
Strong at building relationships and gathering client insights to improve products and resources
Able to lead projects across multiple teams. (marketing, sales, operations)
Benefits
Work-life balance with paid vacation and sick days
Competitive compensation
Comprehensive medical, dental, and vision benefits
Flexible work options
Career growth and development opportunities
Diverse team environment
Straight day shifts with no weekends
Company events and celebrations
Tuition reimbursement
Company-provided equipment
Company
Experior Financial Group
Experior Financial Group offers brokerage, insurance, investment solutions, and other financial services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Debra F. Davis
CEO of Rise Ujamaa Inc.
Mr. Lekol Elijah Pie MBA
EXECUTIVE DIRECTOR @ EXPERIOR FINANCIAL GROUP
Recent News
EIN Presswire
2025-10-09
Company data provided by crunchbase