Client Success Trainee

Rustman Agency

Katy, Texas(remote)

JOB DETAILS
SALARY
SKILLS
Communication Skills, Customer Relationship Management (CRM), Insurance, Interpersonal Skills, Life Insurance, Mentoring, Problem Solving Skills, Project Tracking, Record Keeping, Sales Qualification
LOCATION
Katy, Texas
POSTED
30+ days ago

About the Role
We’re looking for enthusiastic and motivated individuals to join our team as Client Success Trainees. This remote, 1099 independent contractor position offers performance-based pay with unlimited earning potential. You’ll receive hands-on training, mentorship, and the tools you need to help clients succeed—no previous sales or insurance experience required.

What You’ll Do

  • Work with warm leads who have requested information about our services

  • Conduct virtual or phone consultations to learn about client needs

  • Recommend tailored solutions and explain their benefits

  • Guide clients through the application process

  • Maintain client records and track progress in our CRM

  • Participate in ongoing training and professional development

What We Offer

  • 100% remote work with a flexible schedule

  • Comprehensive training and step-by-step mentorship

  • Access to pre-qualified leads – no cold calling required

  • Earnings directly tied to performance – no cap on income

  • Opportunities for long-term career growth in a thriving industry

Qualifications

  • Strong communication and people skills

  • Self-motivated and goal-oriented

  • Comfortable working independently from home

  • Basic computer and organizational skills

  • Must be authorized to work in the U.S.

  • Must be able to obtain a state life insurance license (training provided)

Position Type: 1099 Independent Contractor
Compensation: 100% commission – your success drives your income

About the Company

R

Rustman Agency