Client Support Specialist – Work From Home jobs in United States
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McLean Family Financial · 2 days ago

Client Support Specialist – Work From Home

positionUnited States
timeFull-time
remoteRemote
seniorityNew Grad, Entry Level

McLean Family Financial is a fast-growing, family-led brokerage dedicated to helping families protect their income and financial stability. The Client Support Specialist role involves connecting with clients who have requested information, conducting virtual consultations, and ensuring a smooth client experience while meeting performance benchmarks.

Financial Services
Hiring Manager
Aaron Mclean
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Responsibilities

Learn and execute our proven sales and client service systems
Connect with individuals and families who have requested information
Conduct virtual consultations via phone or Zoom
Clearly explain coverage options and help clients make informed decisions
Communicate effectively with clients and internal teams to ensure smooth follow-up
Collaborate with leadership and peers to deliver an excellent client experience
Meet activity and performance benchmarks that unlock growth and income opportunities
Maintain compliance with state insurance and licensing guidelines
Participate in weekly virtual meetings, coaching, and training sessions
Build long-term client relationships using company-provided and self-generated leads
Help families secure appropriate protection and financial solutions

Qualification

Active Life & Health Insurance LicenseSales experienceCustomer service experienceVirtual communication toolsCommunication skillsOrganization skillsSelf-motivatedProblem-solving mindset

Required

Ability to pass a background check
Reliable phone, computer, and internet connection
Active Life & Health Insurance License (or willingness to obtain within 7–10 days — we provide guidance and support)
Flexibility to meet client schedules, including some evenings or weekends
Comfortable using technology and virtual communication tools
Strong communication, organization, and follow-through skills
Self-motivated, coachable, and goal-driven
Professional presence over the phone and Zoom
Client-focused with a problem-solving mindset

Preferred

Background in sales, customer service, or a related field

Benefits

100% remote with flexible scheduling
Performance-based compensation with uncapped earning potential
Monthly bonuses tied to activity and results
Annual incentive trips for top performers
Access to discounted life and health insurance options
Fast-track advancement and leadership opportunities for high performers

Company

McLean Family Financial

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We protect families with life insurance, mortgage protection, and retirement solutions — but what we really do is build people.
dateFounded in 2018
location
Fayetteville, NC, US
people-size11-50 employees

Funding

Current Stage
Early Stage
Company data provided by crunchbase