Client Support Specialist
McLean Family Financial
Job Overview
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Job Description
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 the Client Support Specialist
- 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 Support
- Sales
- Customer Service
- Financial Advising
- Life Insurance
- Virtual Communication
- Relationship Building
- Lead Management
- Compliance
- Coaching
How to Get Hired at McLean Family Financial
- Research McLean Family Financial's mission: Understand their family-led approach to financial protection and integrity-driven values.
- Customize your resume: Highlight sales, customer service, or financial advisory experience and strong virtual communication skills.
- Emphasize client-focused mindset: Showcase your ability to build trust and provide solutions in a remote environment.
- Prepare for virtual interviews: Demonstrate comfort with Zoom/phone and articulate how you'd thrive in a performance-driven, remote setting.
- Address licensing proactively: If unlicensed, express your commitment to obtaining the Life & Health Insurance License quickly with McLean Family Financial's guidance.
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