Client Success Associate – Remote

About Us
At The Hunt Agency, we’re a fast-growing, family-led brokerage on a mission to help families secure their financial futures through life insurance, mortgage protection, and retirement solutions.
We believe in doing business with heart — every interaction should leave people better than we found them.
By combining cutting-edge technology with human connection, we’re changing the way insurance is experienced.
No cold calls, no door-knocking. You’ll work directly with a consistent flow of qualified clients who have already shown interest in our products and services.
Responsibilities
Master our proven sales systems and product suite to serve clients effectively
Connect with clients who’ve requested information and guide them through the process
Conduct virtual consultations via Zoom or phone
Communicate with clients and internal teams to ensure seamless service
Collaborate with peers and leadership to deliver an exceptional client experience
Meet promotional benchmarks to unlock growth and income potential
Stay compliant with state insurance and licensing requirements
Participate in weekly virtual meetings and trainings
Build a long-term client base using company-provided and self-generated leads
Help families find the right protection and financial solutions for their needs
Qualifications
3+ years in sales, customer service, or related field preferred (not required)
Confident using technology and virtual communication tools
Excellent communicator with strong organizational skills
Self-motivated, coachable, and goal-driven
Professional presence over Zoom and the phone
Customer-oriented with a problem-solving mindset
Requirements
Must be able 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’ll help)
Flexibility to meet client schedules, including some evenings or weekends
Benefits
100% remote with flexible scheduling
Uncapped monthly bonuses tied to performance
Annual incentive trips for top producers (company and carrier sponsored)
Access to discounted health and life insurance options
Fast-track promotions and leadership opportunities for high performers
If you don’t yet have a Life Insurance License, we’ll walk you through the process and help you get licensed within 7–10 days of onboarding.

Work arrangement
Yes