1d ago

Customer Success Representative

US

โœจ $50k-$70k / yearest.

full-time Remotefinance

๐Ÿ’ผ About This Role

You'll support clients in navigating financial products and building long-term relationships in a fully remote role. You'll engage with inbound leads, deliver product presentations, and achieve performance targets in a fast-growing environment. This role offers uncapped earning potential and flexibility to work from anywhere in the US.

๐ŸŽฏ What You'll Do

  • Respond to inbound inquiries about financial products.
  • Deliver tailored product presentations via phone or video.
  • Build and maintain long-term customer relationships.
  • Achieve or exceed sales targets and performance objectives.

๐Ÿ“‹ Requirements

  • High school diploma or equivalent required.
  • Sales or customer service experience preferred but not mandatory.
  • Strong communication and interpersonal skills.
  • Self-motivated mindset with ability to work remotely as 1099 contractor.

โœจ Nice to Have

  • Previous experience in insurance or financial services.
  • Familiarity with CRM software.
  • Bilingual skills are a plus.

๐ŸŽ Benefits & Perks

  • ๐Ÿ’ฐ Uncapped commission structure with high earning potential.
  • ๐Ÿ  Fully remote work with schedule flexibility.
  • ๐Ÿ“ˆ Performance-based incentives and recognition.
  • ๐ŸŽ“ Comprehensive training and ongoing development.
  • ๐Ÿ“ž High-quality inbound lead system (no cold calling).

๐Ÿ“จ Hiring Process

Estimated timeline: 2-3 weeks ยท AI estimate

  1. 1Recruiter Screenยท 30 min
  2. 2Hiring Manager Interviewยท 45 min
  3. 3Decisionยท 1 week
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