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The Corham Agency | Financial Advisory
Remote Customer Success Advisor | Agency Builder Track | Unlimited IncomeThe Corham Agency | Financial Advisory • Charlotte, NC, US
Remote Customer Success Advisor | Agency Builder Track | Unlimited Income

Remote Customer Success Advisor | Agency Builder Track | Unlimited Income

The Corham Agency | Financial Advisory • Charlotte, NC, US
30+ days ago
Job type
  • Full-time
  • Remote
Job description

The Corham Agency | Financial Advisory seeks remote Customer Success Advisors to deliver consultative client service while advancing on a structured Agency Builder track toward leadership and residual income. This role combines prospecting, client education, policy placement, and ongoing portfolio servicing. Candidates may be licensed or new to the industry; licensing guidance, structured onboarding, and ongoing training are provided.

Position summary:

  • Provide client-centered consultations to assess life, health, and financial protection needs.
  • Explain product options clearly, ethically, and in a manner tailored to each client’s circumstances.
  • Recommend and present customized insurance and protection solutions.
  • Support 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 and professional manner.
  • Stay current on product offerings, underwriting guidelines, compliance standards, and industry developments.
  • Collaborate with agency leadership and support teams to meet individual and organizational objectives.

Minimum qualifications:

  • 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 concurrently.
  • Reliable internet connection and phone access for remote work.

Preferred qualifications:

  • 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 streams.

Compensation and professional development:

  • 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.

Work environment and expectations:

  • 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 progressing toward leadership within a development-focused agency.

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Remote Customer Success Advisor | Agency Builder Track | Unlimited Income • Charlotte, NC, US

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