Client Success Advisor - Remote

Direct message the job poster from Sandhills Financial Group

About the Company

Sandhills Financial Group is a rapidly expanding, family-led brokerage focused on helping individuals and families protect what matters most. Our work centers around life insurance, mortgage protection, and retirement planning, all with the goal of creating long-term financial security. We believe insurance should feel personal, not transactional. Every conversation is rooted in integrity, empathy, and genuine care. By blending innovative technology with real human connection, we’ve built a client-first experience that’s redefining the insurance experience.

There’s no cold calling or door-to-door work. You’ll work with a steady flow of qualified prospects who have already expressed interest in our solutions.

About the Role

Learn and execute our proven sales systems and product offerings.

Responsibilities

• Connect with clients who have requested information and guide them through their options
• Conduct virtual consultations via Zoom or phone
• Maintain consistent communication with clients and internal support teams
• Collaborate with peers and leadership to deliver a high-quality client experience
• Achieve performance benchmarks that unlock advancement and increased earning potential
• Remain compliant with all state insurance and licensing requirements
• Participate in weekly virtual trainings and team meetings
• Build and maintain a long‑term book of business using company‑provided and self‑generated leads
• Help families identify protection and financial solutions aligned with their goals

Qualifications

• Experience in sales, customer service, or a related field is helpful but not required
• Comfortable using technology and virtual communication platforms
• Strong communication and organizational skills
• Self‑motivated, coachable, and driven to achieve goals
• Professional and confident presence on Zoom and phone calls
• Client‑focused with a solution‑oriented mindset

Required Skills

• Ability to pass a background check
• Reliable phone, computer, and internet connection
• Active Life & Health Insurance License or willingness to obtain one within 7–10 days (we provide guidance)
• Schedule flexibility to meet client availability, including some evenings or weekends

Pay range and compensation package

• 100% remote role with flexible scheduling
• Performance‑based compensation with uncapped monthly bonuses
• Annual incentive trips for top performers, sponsored by the company and carrier partners
• Access to discounted life and health insurance options
• Fast‑track advancement and leadership opportunities for top producers

• Entry level

• Full‑time

• Sales and Business Development

Insurance, Insurance Agencies and Brokerages, and Financial Services

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