Remote Customer Success Advisor | Agency Builder Track

The Corham Agency | Financial Advisory is a growing life, health, and financial services agency focused on educating and empowering individuals and families to make informed decisions about their financial protection. We are seeking a remote, commission-based Customer Success Advisor to deliver consultative client service while progressing on a structured Agency Builder track toward leadership and residual income.

Position summary:

This role combines prospecting, client education, policy placement, and ongoing portfolio servicing. The position is suitable for candidates who hold life and/or health licenses as well as those new to the industry; licensing guidance, structured onboarding, and ongoing training are provided.

• Consult with prospective and existing clients to assess life, health, and financial protection needs.
• Explain product options clearly, ethically, and with a client-centered focus.
• Recommend and present customized insurance and protection solutions.
• Guide clients through applications, underwriting, policy placement, onboarding, and renewals.
• Maintain long-term client relationships through proactive follow-up and periodic outreach.
• Respond to client inquiries via phone, email, and virtual meetings in a timely manner.
• Stay current on product offerings, underwriting guidelines, compliance standards, and industry developments.
• Collaborate with agency leadership and support teams to meet individual and team objectives.

• Strong verbal and written communication skills and a professional interpersonal demeanor.
• Self-motivated, disciplined, and capable of working independently in a remote environment.
• Coachable attitude with willingness to learn sales, service, and compliance processes.
• Organizational skills and attention to detail; ability to manage multiple client relationships.
• Reliable internet connection and phone access for remote work.

• Active life and/or health insurance license(s); candidates without licenses will be supported through the licensing process.
• Experience in customer service, sales, finance, or entrepreneurship.
• Interest in leadership, agency development, and building residual income over time.

• 100% commission compensation structure with uncapped earning potential.
• Performance-based promotions, leadership overrides, and residual income opportunities.
• Structured onboarding, ongoing training, and mentorship to support production and career advancement.
• Clear pathways for advancement into leadership roles and potential agency ownership.

• Fully remote role with flexible scheduling and geographic portability.
• Client-first, integrity-driven culture focused on ethical sales, service, and long-term relationship building.
• Self-directed performance with regular collaboration and support from agency leadership and peers.

This role provides the opportunity to serve clients while building a scalable income stream and a defined pathway into agency leadership within a supportive, development-focused organization.