<section style="margin:20px 0;">
  <h2 style="color:#34495e;font-size:1.2em;margin:20px 0 10px 0;">Key Responsibilities</h2>
  <ul style="padding-left:20px;margin:10px 0;">
    <li style="margin:8px 0;">Educate union and credit union members on the value of life insurance and basic financial literacy</li>
    <li style="margin:8px 0;">Conduct virtual client meetings using warm, pre-qualified leads (no cold calling)</li>
    <li style="margin:8px 0;">Provide tailored coverage recommendations that meet each family's needs</li>
    <li style="margin:8px 0;">Build and manage your own client portfolio with guidance from experienced mentors</li>
    <li style="margin:8px 0;">Track performance and progress using our internal systems and support tools</li>
    <li style="margin:8px 0;">Represent the values of <strong>Service Over Sales</strong>, putting clients’ well-being first</li>
    <li style="margin:8px 0;">Participate in incentive programs, team competitions, and leadership summits</li>
  </ul>
</section>
<section style="background:#f8f9fa;padding:20px;border-radius:8px;margin:20px 0;">
  <h2 style="color:#34495e;font-size:1.2em;margin:20px 0 10px 0;">Required Qualifications</h2>
  <ul style="padding-left:20px;margin:10px 0;">
    <li style="margin:8px 0;">At least 18 years old and legally authorized to work in the U.S.</li>
    <li style="margin:8px 0;">Able to pass a background check</li>
    <li style="margin:8px 0;">Tech-savvy and comfortable using Zoom and digital tools</li>
    <li style="margin:8px 0;">Motivated to learn, grow, and help others</li>
    <li style="margin:8px 0;">Strong communicator with an interest in finance, education, or social impact</li>
  </ul>
</section>
<section style="background:#f8f9fa;padding:20px;border-radius:8px;margin:20px 0;">
  <h2 style="color:#34495e;font-size:1.2em;margin:20px 0 10px 0;">Preferred Qualifications</h2>
  <ul style="padding-left:20px;margin:10px 0;">
    <li style="margin:8px 0;">Experience in leadership, customer service, or peer mentoring is a plus</li>
  </ul>
</section>

Client Success Manager

Job Description

Key Responsibilities

Required Qualifications

Preferred Qualifications

Required Skills