Note: The job is a remote job and is open to candidates in USA. Ondrick Agency is focused on providing life insurance and financial services, and they are seeking a Customer Success Representative to help clients make informed decisions. In this role, you will manage client relationships, provide tailored insurance recommendations, and support clients throughout their financial journey.

Responsibilities

• Manage and support a portfolio of client relationships
• Help individuals and families explore life insurance coverage options
• Follow up with individuals who have requested information (no cold calling)
• Build and maintain long-term client relationships
• Collaborate with team members and participate in ongoing training and mentorship
• Operate effectively in a dynamic, multi-responsibility environment

Skills

• Enjoys working with people
• Values building trust-based relationships
• Organized and dependable
• Comfortable communicating with a variety of people
• Willing to put in the hard work and effort to be successful
• Motivated to learn and grow in a professional environment
• Adaptable and able to manage multiple responsibilities

Benefits

• 100% remote work with a flexible schedule - work when it works for you
• Ongoing training and mentorship
• Performance-based compensation and incentives - hard work pays off
• Opportunity for professional growth, including leadership and team development paths
• 1099

Company Overview