Customer Success Representative

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Customer Success Representative in United States.

This fully remote Customer Success Representative role offers the opportunity to support clients in navigating financial products while building meaningful, long-term relationships. You will engage directly with inbound leads, helping individuals understand solutions tailored to their needs, including insurance and retirement-related products. The position is designed for motivated professionals who thrive in a performance-driven environment with uncapped earning potential. You will operate in a dynamic, fast-growing setting where communication, trust-building, and customer satisfaction are central to success. With structured training and ongoing mentorship, you will continuously develop your sales and advisory skills. This role is ideal for individuals seeking flexibility, autonomy, and strong financial growth potential while working from anywhere in the United States.

Accountabilities:

Respond to inbound client inquiries and engage with prospective customers regarding financial products including life insurance and annuities
Deliver tailored product presentations through phone or video consultations based on individual client needs
Build, maintain, and strengthen long-term customer relationships to ensure satisfaction and trust
Achieve or exceed defined sales targets and performance objectives within set timelines
Collaborate with internal teams to improve customer experience and optimize sales processes
Maintain accurate records of client interactions and follow-ups to support ongoing engagement
Apply structured communication and negotiation techniques to guide clients toward informed decisions

Requirements:

High school diploma or equivalent required
Previous experience in sales or customer service is a plus but not mandatory
Strong communication, negotiation, and interpersonal skills
Self-motivated, results-driven mindset with a focus on achieving targets
Excellent organizational and time management abilities
Ability to build rapport and maintain long-term customer relationships
Comfort working in a fully remote, independent contractor (1099) environment
Willingness to learn and adapt through coaching and feedback

Benefits:

Uncapped commission structure with high earning potential
Fully remote work environment with schedule flexibility
Performance-based incentives and recognition opportunities
Comprehensive training and ongoing professional development support
Opportunity to build strong sales, communication, and client management skills
Independent contractor (1099) structure offering autonomy in work approach
Access to a high-quality inbound lead system (no cold calling required).

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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Customer Success Representative

Requirements:

Benefits:

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