Client Success Advisor — Insurance
Compensation
$50k – $75k /yr
Employment type
Full-time
Work setting
On-site
Location
Huntersville, NC
Schedule
Day shift
Posted
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Job overview
The Client Success Advisor role is remote, with the posting stating work from anywhere in the United States. Compensation is described as first-year agents averaging $50,000–$75,000 per year, with top performers reaching $100,000 in their first year. The role supports The Brewer Agency’s client-focused insurance services. The advisor builds client relationships, explains options, and provides tailored solutions and service throughout the sales process. The role supports clients in making informed decisions to protect their loved ones, while maintaining accurate documentation and follow-up. Leadership and mentoring duties are optional for those interested.
What you'll do
- Build client relationships and understand needs
- educate clients on options and help them make informed decisions
- provide customer service throughout the sales process
- manage client interactions, documentation, and follow-up
- collaborate with team members
- uphold ethical standards. For those interested, contribute to team growth and take on mentoring and leadership roles.
What we're looking for
- Skills & competencies
- client success advisorinsurance agentclient engagementinsurance educationcustomer serviceremote anywhere in usthe brewer agencytraining and mentorship$50k–$75k average first-year earningstop performers up to $100k
- Work arrangement
- Weekend coverage required
Benefits & perks
- Flexible remote work
- ongoing training and development
- career advancement opportunities
- supportive team culture.
Why this role
The posting requires U.S. residence and U.S. citizenship or legal/permanent resident status. Leadership responsibilities are optional.
About the employer
The Brewer Agency is hiring for this role. Industry: Other Direct Insurance (except Life, Health, and Medical) Carriers. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Other Direct Insurance (except Life, Health, and Medical) Carriers
- Occupation code
- 41-3021.00
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Listing ID: d1057a50-2d45-413f-bb22-3c61620f4df7