Client Success Partner - Remote

Remote Client Success: Where Your Passion Powers Client Progress.

Elevate your career and make a tangible impact by joining The Dyal Agency, a company that champions both client success and professional growth. We're recognized for our award-winning culture, explosive growth, and commitment to empowering individuals. Celebrated by Entrepreneur Magazine as a Top Company Culture and featured in Forbes, we've also earned a spot on the Inc. 5000 list of fastest-growing companies for six consecutive years.

Why Choose The Dyal Agency?

• Unlimited Earnings Potential: Achieve financial freedom with $120,000+ in your first year. Top performers earn $150,000–$200,000+ annually, with potential exceeding $300,000+ for agency leaders.
• Ultimate Flexibility: Design your ideal work-life balance with fully remote work, flexible part-time or full-time schedules, and 4 weeks of time off.
• Proven Success System: Receive comprehensive training, mentorship, and access to cutting-edge tools to ensure your success from day one.
• Empowering Culture: Join a client-centric, supportive team environment where your contributions are valued, and your growth is prioritized.
• Exclusive Warm Leads: Focus on building meaningful client relationships with a consistent flow of qualified leads.
• Rapid Career Growth & Leadership Development: Accelerate your career with our interactive online platform, ongoing coaching, and opportunities to build your own agency.
• Meaningful Impact: Protect families' futures by providing tailored life insurance solutions and building lasting financial security.
• Exclusive Luxury Travel & Incentives: Earn exciting rewards, including fully-funded international trips, for your outstanding achievements.

About the Role:

As a Client Success Partner, you'll leverage your passion to drive client progress. You'll build strong client relationships, educate them on life insurance options, and provide exceptional customer service. This remote role offers the opportunity to make a significant impact while working in a collaborative and supportive environment. We're seeking individuals with exceptional communication skills, a genuine desire to help others, and a commitment to ethical practices. Leadership opportunities are available for those interested in mentoring and team growth.

Your Responsibilities:

• Client Engagement:
  • Respond to qualified inbound leads seeking life insurance solutions.
  • Conduct virtual consultations via phone and video to assess client needs.
  • Empower families through consultative sales, presenting and closing tailored solutions (IUL, annuities, life insurance).
  • Build lasting client relationships and provide ongoing support.
• Leadership Development (Optional):
  • For those seeking to build their own agency, we provide a clear pathway including mentorship, team building, and advanced training.
  • Develop your skills to build your own agency.
  • Continuously develop your skills and industry knowledge.
  • Maintain the highest ethical standards in all client interactions.
• Efficient Lead Management: Manage leads, schedule appointments, and close deals effectively.
• Consistently Process Applications: Aim for $2,000-$10,000+ in weekly annual premium.
• Ethics: Uphold the highest ethical standards in all client interactions.
• Collaboration: Work collaboratively with team members to achieve collective success.

Are You the Ideal Candidate?

• Proven track record of achieving and exceeding sales targets.
• Demonstrated success in the sales industry.
• Entrepreneurial spirit with a drive for success and leadership.
• Excellent verbal and written communication skills.
• Comfortable with technology and learning new tools.
• Commitment to continuous improvement and personal growth.
• Eager to learn, grow, and embrace mentorship.
• Passionate about serving and protecting clients and their families.
• Strong leadership qualities.
• Reside in the United States.
• US Citizen or Legal/Permanent Resident.
• Active Life Insurance License (in your state of residence) or ability to obtain licensure quickly.
• Strong work ethic and desire to succeed.

What We Offer:

• Competitive Compensation: 1099-based compensation with uncapped earning potential.
• Flexibility: Fully remote work with flexible schedules and 4 weeks of time off.
• Development: Ongoing training and professional development opportunities.
• Leadership: Clear pathways for career advancement and leadership development.
• Culture: Supportive and positive team environment that values your contributions.

Important Disclaimer:

No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.

Note:

• This is a 1099 independent contractor position with commission-based compensation.
• U.S. applicants only.
• By applying, you agree that The Dyal Agency may contact you via email, phone, and SMS.

Ready to Power Client Progress?

Submit your resume and a brief note explaining why you're the ideal Client Success Partner. We'll contact you to schedule an interview.

Your future starts now -  Limited positions are available. Apply now! Interviews are being scheduled this week!