Client Services Assistant

About McLean Family Financial

At McLean Family Financial, we’re a fast-growing, family-led brokerage dedicated to helping families protect their income, homes, and long-term financial stability through life insurance, mortgage protection, and retirement-focused solutions.

We believe in leading with integrity and impact — every conversation should leave people better informed and more confident about their future. By combining modern technology with a relationship-first approach, we’ve built a fully remote system that allows our team to serve clients nationwide.

There’s no cold calling and no door-knocking. You’ll work with a consistent flow of clients who have already requested information and are actively seeking guidance.

Responsibilities of a Client Services Assistant

• 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.

Qualifications

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

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.

Benefits

• 100% remote with flexible scheduling.
• Performance-based compensation with uncapped earning potential.
• Monthly bonuses tied to activity and results.
• Annual incentive trips for top performers.
• Access to discounted life and health insurance options.
• Fast-track advancement and leadership opportunities for high performers.

If you don’t yet have a Life Insurance License, we’ll guide you through the process and help you get licensed within 7–10 days of onboarding.

Key skills/competency

• Client Service
• Insurance Sales
• Virtual Communication
• Financial Planning
• Customer Relationship Management (CRM)
• Lead Generation
• Compliance
• Active Listening
• Problem Solving
• Self-motivation