[Remote] Client Care Coordinator – Work From Home

🌍 Remote, USA 🎯 Full-time 🕐 Posted Recently

Job Description

Note: The job is a remote job and is open to candidates in USA. McLean Family Financial is a fast-growing, family-led brokerage dedicated to helping families protect their income and long-term financial stability. The Client Care Coordinator will connect with individuals and families who have requested information, conduct virtual consultations, and help clients make informed decisions about their coverage options.

Responsibilities

Learn and execute our proven sales and client service systems
Connect with individuals and families who have requested information
Conduct virtual consultations via phone or Zoom
Clearly explain coverage options and help clients make informed decisions
Communicate effectively with clients and internal teams to ensure smooth follow-up
Collaborate with leadership and peers to deliver an excellent client experience
Meet activity and performance benchmarks that unlock growth and income opportunities
Maintain compliance with state insurance and licensing guidelines
Participate in weekly virtual meetings, coaching, and training sessions
Build long-term client relationships using company-provided and self-generated leads
Help families secure appropriate protection and financial solutions

Skills

Ability to pass a background check
Reliable phone, computer, and internet connection
Active Life & Health Insurance License (or willingness to obtain within 7–10 days — we provide guidance and support)
Flexibility to meet client schedules, including some evenings or weekends
Strong communication, organization, and follow-through skills
Self-motivated, coachable, and goal-driven
Professional presence over the phone and Zoom
Client-focused with a problem-solving mindset
Background in sales, customer service, or a related field preferred (not required)
Comfortable using technology and virtual communication tools

Benefits

100% remote with flexible scheduling
Monthly bonuses tied to activity and results
Annual incentive trips for top performers
Access to discounted life and health insurance options
Fast-track advancement and leadership opportunities for high performers

Company Overview

We protect families with life insurance, mortgage protection, and retirement solutions — but what we really do is build people. It was founded in 2018, and is headquartered in Fayetteville, NC, US, with a workforce of 11-50 employees. Its website is .

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