[Hiring] Client Success Manager @Lisa Russel

Role Description

Are you an experienced customer service or sales professional looking for the next step in your career? If you're passionate about helping people, leading by example, and developing others, this opportunity offers the flexibility, support, and growth you've been looking for.

We're seeking motivated professionals to join our team as Remote Client Success Managers. In this leadership-focused role, you'll work with pre-qualified clients, mentor team members, and help deliver an exceptional client experience—all while enjoying the freedom of working from home.

This is not a cold-calling or high-pressure sales position. Our representatives work with individuals who have requested information, focusing on education, relationship-building, and helping clients make informed decisions.

Qualifications

• Customer service and relationship-building experience
• Sales or consultative client-facing experience (preferred)
• Leadership experience or demonstrated leadership potential
• Strong communication and interpersonal skills
• Self-motivation and the ability to work independently
• Comfort using virtual communication and collaboration tools
• Positive attitude, coachability, and commitment to continuous growth
• Experience in customer service, hospitality, retail, healthcare, education, financial services, or sales provides an excellent foundation for success in this role.

Requirements

• Lead & Inspire
• Coach, mentor, and support team members as they grow professionally
• Foster a collaborative, positive, and high-performing team culture
• Encourage accountability, development, and continuous improvement
• Build Meaningful Client Relationships
• Meet virtually with prospective and existing clients
• Educate individuals and families on available benefit options
• Guide clients through the enrollment process with professionalism and care
• Deliver exceptional service that builds long-term trust and satisfaction
• Drive Performance
• Execute proven client engagement strategies
• Monitor progress, support team development, and contribute to organizational growth
• Participate in leadership meetings, coaching sessions, and ongoing training
• Leverage Technology
• Utilize virtual communication platforms, scheduling tools, and digital systems to manage client interactions efficiently
• Maintain accurate records and organized workflows in a remote environment

Benefits

• 100% Remote Work
• Flexible Schedule
• Medical Reimbursement Program
• Qualified Leads Provided
• Mentorship From Day One
• Weekly performance-based compensation
• Leadership development and mentorship
• Professional growth opportunities
• Supportive, collaborative team culture
• Clear advancement pathways based on performance

Company Description

We believe sales should feel like service, not pressure. Our team works with individuals who have already requested information, allowing you to focus on listening, understanding client needs, and recommending solutions that genuinely help protect families and their futures.

If you enjoy building relationships, solving problems, and helping others make informed decisions, you'll find this career both rewarding and fulfilling.