Customer Success Manager - REMOTE Job at Ohana Outreach Financial, United States

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  • Ohana Outreach Financial
  • United States

Job Description

Job Description
The Hakola Agency is built around ethical standards and consistent systems. Our mission supports families while offering sustainable career opportunities.

Technology enables efficient virtual collaboration and reduces administrative workload.

All leads are inbound. Cold calling is not required.

If you've ever wanted a career that rewards performance - not politics - this is it.

People who do well here are:

  • Coachable and willing to follow a proven process.
  • Self-driven and goal-oriented.
  • Good communicators who care about helping others.
  • Looking for long-term stability and income growth, not another short-term job.

If you've been craving a way to work from home, create flexibility, and make a difference for families while doing it, this could be your chance.

Responsibilities

Learn and master our systems to deliver a high-quality client experience

Follow up with warm leads and prior client inquiries

Meet with clients virtually through Zoom or phone

Maintain clear and professional communication

Collaborate with your team to ensure smooth, consistent client interactions

Meet performance goals to earn growth opportunities

Participate in weekly virtual training and development sessions

Build and maintain client relationships with company-provided and self-generated leads

Help families understand how their options can support long-term security and protection

Qualifications

Experience in sales, customer service, leadership, or training is a plus-but not required

Strong verbal and virtual communication skills

Comfortable using technology and modern digital tools

Excellent time-management and organizational abilities

Professional, dependable, and service-driven

A people-first mindset and willingness to learn

Requirements

Reliable smartphone, computer, and internet connection

Ability to pass a background check

Ability to complete contracting requirements

Active Life and Health Insurance License or willingness to obtain with support

18+ and authorized to work in the U.S.

100% Uncapped Commission 1099


Comfortable working remotely and independently.

Benefits

Remote-friendly work with flexible training and scheduling

Performance-based bonuses and incentives

Annual company trips for qualifying producers

Discounted personal coverage options

Leadership development and long-term advancement opportunities

Supportive, team-oriented environment built on service and integrity

Disclaimer

If you do not currently hold a Life and Health Insurance License, The Hakola Agency provides the resources and guidance to help you obtain it in as little as 7-10 days.

Job Tags

Temporary work, Remote work, Work from home, Flexible hours,

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