Customer Service - Work From Home

McLean Family Financial is a fast-growing, family-led brokerage focused on helping families achieve financial stability through various insurance and financial solutions. The Customer Service role involves connecting with clients who have requested information, conducting virtual consultations, and ensuring an excellent client experience while maintaining compliance with state guidelines.

Responsibilities:

• Learn and execute our proven sales and client service systems
• Connect with individuals and families who have requested information
• Conduct virtual consultations via phone or Zoom
• Clearly explain coverage options and help clients make informed decisions
• Communicate effectively with clients and internal teams to ensure smooth follow-up
• Collaborate with leadership and peers to deliver an excellent client experience
• Meet activity and performance benchmarks that unlock growth and income opportunities
• Maintain compliance with state insurance and licensing guidelines
• Participate in weekly virtual meetings, coaching, and training sessions
• Build long-term client relationships using company-provided and self-generated leads
• Help families secure appropriate protection and financial solutions

Requirements:

• Ability to pass a background check
• Reliable phone, computer, and internet connection
• Active Life & Health Insurance License (or willingness to obtain within 7–10 days — we provide guidance and support)
• Flexibility to meet client schedules, including some evenings or weekends
• Comfortable using technology and virtual communication tools
• Strong communication, organization, and follow-through skills
• Self-motivated, coachable, and goal-driven
• Professional presence over the phone and Zoom
• Client-focused with a problem-solving mindset
• Background in sales, customer service, or a related field preferred (not required)