Financial Customer Support Representative

About McLean Family Financial

At McLean Family Financial, we are 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. Our core belief is in leading with integrity and impact, ensuring every conversation leaves clients better informed and more confident about their future.

By combining modern technology with a relationship-first approach, we've developed a fully remote system that enables our team to serve clients nationwide. We pride ourselves on a no-cold-calling and no-door-knocking model; you will work with a consistent flow of clients who have already requested information and are actively seeking guidance.

Responsibilities of a Financial Customer Support Representative

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

Qualifications

• Background in sales, customer service, or a related field is preferred, but not strictly required.
• Comfortable and proficient in using technology and virtual communication tools.
• Possess strong communication, organizational, and follow-through skills.
• Self-motivated, coachable, and driven by achieving goals.
• Maintain a professional presence during phone and Zoom interactions.
• Client-focused with a proactive, problem-solving mindset.

Requirements

• Ability to successfully pass a background check.
• Reliable phone, computer, and internet connection.
• Active Life & Health Insurance License, or a strong willingness to obtain it within 7–10 days (we provide comprehensive guidance and support for licensing).
• Flexibility to accommodate client schedules, which may include some evenings or weekends.

Benefits

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

Key skills/competency

• Client Relationship Management
• Sales Acumen
• Virtual Communication
• Financial Product Knowledge
• Compliance Adherence
• Customer Service Excellence
• Problem-Solving
• Self-Motivation
• Time Management
• Active Listening