Note: The job is a remote job and is open to candidates in USA. The Locklear Agency is an established organization committed to serving families at the highest level. They are seeking a Customer Success Manager to deliver high-quality client experiences, follow up with leads, and maintain client relationships.
Responsibilities
- Learn and master our systems to deliver a high-quality client experience
- Follow up with warm leads and prior client inquiries
- Meet with clients virtually through Zoom or phone
- Maintain clear and professional communication
- Collaborate with your team to ensure smooth, consistent client interactions
- Meet performance goals to earn growth opportunities
- Participate in weekly virtual training and development sessions
- Build and maintain client relationships with company-provided and self-generated leads
- Help families understand how their options can support long-term security and protection
Skills
- Strong verbal and virtual communication skills
- Comfortable using technology and modern digital tools
- Excellent time-management and organizational abilities
- Professional, dependable, and service-driven
- A people-first mindset and willingness to learn
- Flexible availability, including evenings or weekends as needed
- Reliable smartphone, computer, and internet connection
- Ability to pass a background check
- Ability to complete contracting requirements
- Active Life and Health Insurance License or willingness to obtain with support
- Three or more years of experience in sales, customer service, or a related field
Benefits
- Remote-friendly work with flexible training and scheduling
- Performance-based bonuses and incentives
- Annual company trips for qualifying producers
- Discounted personal coverage options
- Leadership development and long-term advancement opportunities
- Supportive, team-oriented environment built on service and integrity
- The Locklear Agency provides the resources and guidance to help you obtain it in as little as 710 days.
Company Overview