Client Success Manager

◾Educate union and credit union members on the value of life insurance and basic financial literacy ◾Conduct virtual client meetings using warm, pre-qualified leads (no cold calling) ◾Provide tailored coverage recommendations that meet each familys needs ◾Build and manage your own client portfolio with guidance from experienced mentors ◾Track performance and progress using our internal systems and support tools ◾Represent the values of Service Over Sales, putting clients’ well-being first ◾Participate in incentive programs, team competitions, and leadership summits ◾At least 18 years old and legally authorized to work in the U.S. ◾Able to pass a background check ◾Tech-savvy and comfortable using Zoom and digital tools ◾Motivated to learn, grow, and help others ◾Strong communicator with an interest in finance, education, or social impact ◾Experience in leadership, customer service, or peer mentoring is a plus