Senior Remote Customer Success Advisor

Job Description

As a Senior Customer Success Advisor, you will provide consultative support to clients seeking long-term financial protection solutions. This position involves guiding clients end-to-end — from their initial inquiry through education, plan selection, and ongoing support. You will analyze goals, recommend tailored solutions, ensure compliance, maintain communication records, and execute strategic follow-ups. This senior-level advisory role is ideal for individuals experienced in leadership, customer-facing roles, or strategic operations.

Requirements

Must be a U.S. citizen

Strong communication and analytical skills

Comfortable leading conversations and driving outcomes

Experience in management, sales, or customer success preferred

High level of professionalism and discipline

Benefits

100% remote work setup

Leadership-focused development programs

Flexible scheduling

Unlimited commission potential

Ability to mentor newer advisors if desired

Requirements

Requirements : Must be a U.S. citizen. Strong communication and people skills. Self-motivated, disciplined, and coachable. Ability to work independently and manage time effectively. Previous sales or customer service experience is a plus, but not required (training is provided).