Client Success Trainee

Rustman Agency

Naples, Florida

JOB DETAILS
SKILLS
Brokerage, Communication Skills, Consultative Sales, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Support/Service, Futures, Health Insurance, Insurance, Insurance Sales, Interpersonal Skills, Leadership, Life Insurance, Mentoring, Mortgage, Needs Assessment, Record Keeping, Sales
LOCATION
Naples, Florida
POSTED
30+ days ago

Client Success Trainee (100% Commission) – Remote

About Us

The Rustman Agency is a fast-growing brokerage committed to helping families protect their financial futures. We provide life insurance, final expense, and mortgage protection solutions with a strong emphasis on service, trust, and long-term client relationships.

Job Summary

We are seeking a motivated and service-oriented Client Success Trainee to join our remote team. In this entry-level position, you will receive hands-on training and mentorship to help clients secure the right coverage and maintain long-term satisfaction.

This role is perfect for individuals new to insurance or sales who are passionate about helping others and eager to grow their career. As a 100% commission-based position, your earning potential is entirely based on your effort and results.

Responsibilities

  • Learn and master the fundamentals of client service, product knowledge, and consultative sales

  • Contact potential clients and assist them in identifying their insurance needs

  • Support clients through the application process and policy activation

  • Follow up with clients to ensure ongoing satisfaction and coverage alignment

  • Build strong, trust-based relationships that lead to long-term retention

  • Maintain detailed records of client communications in CRM systems

  • Participate in ongoing training and coaching to enhance skills and performance

What We Offer

  • 100% Commission – Earn based on your performance with no income cap

  • Remote & Flexible – Work from anywhere, set your own hours

  • Hands-On Training – Comprehensive onboarding and ongoing development

  • Supportive Team Culture – Mentorship and collaboration at every step

  • Clear Career Growth – Opportunity to advance into full-time client success, sales, or leadership roles

Requirements

  • Strong interest in client service, personal development, and professional growth

  • Excellent communication and interpersonal skills

  • Self-motivated and able to work independently in a remote environment

  • Willingness to learn and apply feedback

  • Life & Health insurance license (or willingness to obtain within 30 days)

About the Company

R

Rustman Agency