Client Relationship Specialist - Remote


What We’re Looking For

We’re looking for someone who enjoys working with people and values building trust-based relationships. As a Client Relationship Specialist, you’ll guide individuals and families through important financial protection decisions while developing a long-term, flexible career.

This role is well suited for individuals who are dependable, organized, and motivated to grow in a professional services environment.


What You’ll Do

  • Connect with individuals and families who have requested information about life insurance coverage
  • Help clients understand their options and select coverage that fits their needs
  • Maintain ongoing client relationships through consistent follow-up and service
  • Work with a supportive, remote team that provides structured training and ongoing development
  • Participate in professional development and skill-building sessions


What You Can Expect

  • Fully remote position with flexible scheduling
  • Warm leads provided — no cold calling
  • Commission-based compensation with performance incentives
  • Average first-year earnings range of $45,000–$75,000+, with higher potential over time
  • Opportunities for advancement into leadership and client development roles


About the Company

We are an independent financial services organization that partners with top-rated insurance carriers to help families protect their future.


Interested?

Apply through LinkedIn or message us directly to receive an interview link and learn more.