McLean Family Financial · 1 week ago
Client Experience Representative – Remote
United States
Full-time
Remote
New Grad, Entry LevelMcLean Family Financial is a fast-growing, family-led brokerage dedicated to helping families protect their income and financial stability. The Client Experience Representative will connect with clients seeking guidance, conduct virtual consultations, and ensure an excellent client experience while maintaining compliance with insurance guidelines.
Financial Services
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
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
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 preferred (not required)
Comfortable using technology and virtual communication tools
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
We protect families with life insurance, mortgage protection, and retirement solutions — but what we really do is build people.
Founded in 2018Fayetteville, NC, US
11-50 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase