Client Relations Coordinator

Job Description About Us

Blue Ridge Staffing is a nationwide, remote staffing firm that partners with established financial services organizations to place qualified professionals into long-term, work-from-home roles.

Our focus is connecting motivated individuals with opportunities that offer flexibility, training, and performance-based growth — without cold calling or door-to-door sales.

We partner with organizations that use modern systems, warm inbound leads, and a relationship-first approach to serving families across the U.S.

This is a 100% remote, commission-based position supporting clients who have already requested information regarding financial protection options such as life insurance and mortgage protection.

You’ll work with a consistent flow of warm inquiries, follow a proven process, and receive training and support to succeed in a client-facing role.

• Learn and follow established sales and client service systems
• Connect with individuals and families who have requested information
• Conduct virtual consultations via phone or Zoom
• Educate clients on available coverage options and guide them through next steps
• Communicate clearly with clients and internal support teams
• Meet activity and performance benchmarks tied directly to compensation
• Participate in ongoing virtual training, coaching, and team meetings
• Maintain compliance with state insurance and licensing requirements
• Build long-term client relationships using company-provided and self-generated leads
• Help families secure appropriate protection and financial solutions

• Background in customer service, sales, or client-facing roles preferred (not required)
• Comfortable working independently in a remote environment
• Confident using technology and virtual communication tools
• Strong communication, organization, and follow-through skills
• Coachable, self-motivated, and goal-oriented
• Professional presence over the phone and Zoom
• Client-first mindset with a problem-solving approach

• Ability to pass a background check
• Reliable phone, computer, and high-speed internet
• Active Life & Health Insurance License (or willingness to obtain within 7–10 days — guidance and support provided)
• Flexibility to meet client availability, including some evenings or weekends

• Commission-based compensation with uncapped earning potential
• Performance-based bonuses tied to activity and results
• Fully remote work with flexible scheduling
• Ongoing training, mentorship, and support
• Access to discounted insurance products (where applicable)
• Clear advancement paths into higher-level or leadership roles for top performers
• Annual incentive trips and recognition opportunities

If you don’t yet have a Life Insurance License,
Blue Ridge Staffing will guide you through the licensing process and support you in getting licensed within 7–10 days of onboarding.