Work From Home Customer Service Advisor

McLean Family Financial is a fast-growing, family-led brokerage focused on helping families with financial stability through various insurance solutions. The role of Customer Service Advisor involves connecting with clients who have requested information, conducting virtual consultations, and ensuring a smooth client experience while meeting performance benchmarks.

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:

• 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
• 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
• Background in sales, customer service, or a related field preferred (not required)