Customer Service Specialist

About The Locklear Agency

The Locklear Agency is a well-established organization founded on vision, integrity, and a strong commitment to serving families with excellence. Our core mission is to help individuals protect what matters most while ensuring every interaction leaves them in a better position than before. We employ a modern approach, integrating advanced technology, streamlined systems, and genuine human connection to provide an efficient and highly professional experience for all families we serve.

A key aspect of our approach is that there is no cold calling or chasing clients. You will work exclusively with individuals who have proactively requested information or assistance.

About the Opportunity for a Customer Service Specialist

This is not a traditional sales role. The Customer Service Specialist position is best described as a consultative, client-focused role. You will engage with individuals who have already expressed interest in coverage. Your primary responsibility will be to guide these conversations, effectively answer client questions, and help them confidently move forward with their protection needs.

All work is conducted virtually, utilizing platforms like Zoom or phone calls, and is fully supported by structured training programs, dedicated mentorship, and proven operational systems.

What You’ll Do as a Customer Service Specialist

• Work with individuals and families who have actively requested information or assistance.
• Conduct virtual conversations via Zoom or phone to understand client needs.
• Apply a service-first, consultative process in all client interactions.
• Learn and effectively utilize company systems and proprietary tools.
• Participate in ongoing training and professional development to enhance your skills.
• Build and maintain long-term client and team relationships.

Who This Customer Service Specialist Role Is For

• Professionals seeking a performance-based role offering uncapped earning potential.
• Individuals who highly value true flexibility and complete ownership of their work schedule.
• People motivated by personal and professional growth directly tied to their effort, consistency, and achieved results.
• Candidates interested in an opportunity where increased compensation is achievable early on, including the potential to earn up to a 15% increase within the first 90 days, based on demonstrated performance and key milestones.
• Those who prefer career advancement based on merit and contributions rather than simply tenure.

Prior experience in sales or other customer-facing roles is beneficial but not a mandatory requirement for this position.

Compensation & Growth

Compensation for the Customer Service Specialist is performance-based, directly linked to individual effort and results. Significant growth opportunities, various incentives, and clear leadership pathways are available for individuals who consistently perform at a high level. Comprehensive guidance and support are also provided for individuals who need to obtain the necessary licensing for this role.

Final Note

This opportunity is perfectly suited for individuals who genuinely enjoy helping others, value workplace flexibility, and are comfortable thriving in a performance-driven environment. Specific expectations, detailed systems, and subsequent steps in the hiring process will be thoroughly reviewed during the Partner Briefing. If this opportunity aligns with your career aspirations, we warmly welcome a conversation with you.

Key skills/competency

• Client Relationship Management
• Consultative Selling
• Customer Service
• Communication Skills
• Virtual Communication
• Problem Solving
• Active Listening
• Empathy
• Performance Driven
• Self-Management