Customer Service Specialist
The Locklear Agency
Job Overview
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Job Description
About The Locklear Agency
The Locklear Agency is an established organization built on vision, integrity, and a commitment to serving families at a high level. Our mission is simple: help people protect what matters most while leaving every individual better than we found them.
We take a modern approach to the industry by combining technology, streamlined systems, and genuine human connection to create an efficient and professional experience for the families we serve.
No cold calling. No chasing. You work exclusively with individuals who have already requested information or assistance.
About the Opportunity: Customer Service Specialist
This is not a traditional sales role. The position is best described as a consultative, client-focused role. Individuals you work with have already expressed interest in coverage. Your responsibility is to guide conversations, answer questions, and help clients move forward with confidence.
All work is conducted virtually (Zoom or phone) and supported by structured training, mentorship, and proven systems.
What You’ll Do
- Work with individuals and families who have requested information
- Conduct virtual conversations via Zoom or phone
- Follow a service-first, consultative process
- Learn and apply company systems and tools
- Participate in ongoing training and development
- Build long-term client and team relationships
Who This Is For
- Professionals seeking a performance-based role with uncapped earning potential
- Individuals who value true flexibility and ownership of their schedule
- People motivated by growth tied to effort, consistency, and results
- Candidates interested in an opportunity where increased compensation is achievable early on, including the ability to earn up to a 15% increase within the first 90 days, based on performance and milestones
- Those who prefer advancement based on merit rather than tenure
Prior experience in sales or customer-facing roles is helpful but not required.
Compensation & Growth
Compensation is performance-based pay tied to individual effort and results. Growth opportunities, incentives, and leadership pathways are available for those who perform and remain consistent.
Guidance and support are provided for individuals who need to obtain the required licensing.
Final Note
This opportunity is ideal for individuals who enjoy helping others, value flexibility, and are comfortable in a performance-driven environment. Specific expectations, systems, and next steps are reviewed during the Partner Briefing.
If this sounds aligned, we welcome the conversation.
Key skills/competency
- Customer Service
- Client Relations
- Consultative Communication
- Virtual Communication
- Performance-Driven
- Client Retention
- Problem Solving
- Relationship Building
- Flexibility
- CRM Software
How to Get Hired at The Locklear Agency
- Research The Locklear Agency's culture: Study their mission, values, recent news, and employee testimonials on LinkedIn and Glassdoor to understand their client-first approach.
- Tailor your resume for consultative roles: Highlight experience in customer service, relationship building, problem-solving, and any remote work experience, emphasizing client advocacy.
- Showcase virtual communication skills: Prepare examples demonstrating proficiency in Zoom or phone interactions and your ability to build rapport in a virtual setting.
- Emphasize performance and growth mindset: Be ready to discuss how you thrive in results-oriented environments and your motivation for continuous learning and development.
- Prepare for a service-first interview: Focus on demonstrating empathy, active listening, and a genuine desire to help others, aligning with The Locklear Agency's mission.
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