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[Remote] Client Specialist $104k + | Financial Services | Remote |

Remote, USA Full-time Posted 2026-06-17

Note: The job is a remote job and is open to candidates in USA. Sphinx Life Solutions is an independent Life Insurance Brokerage Agency that focuses on a people-first mentality and a strong team-driven culture. The Client Specialist role involves providing professional consulting advice to clients, building tailored policies, and maintaining a book of business through meaningful relationships.

Responsibilities

  • Providing professional consulting advice to clients who have requested help (no cold calling)
  • Building tailored policies to meet clients' needs
  • Developing & maintaining your book of business through meaningful relationships with clients

Skills

  • Must be a self-starter, a problem solver, and driven to succeed
  • You are humble, coachable, and eager to learn
  • High Integrity Individuals: You operate with high ethical standards and utmost professionalism in and out of business environments
  • Independently Strong Work Ethic: You understand the value of hard work and know that your results are a direct reflection of your actions
  • Must be able to work independently and manage time effectively
  • Internet access with a quiet work space, a functioning computer, and a personal phone, as we meet with clients virtually over the phone, Zoom, Crankwheel, etc
  • Have or be able to obtain a Life & Health Insurance license (clear background check- no felonies or recent bankruptcies). If you aren't licensed, we walk you step by step through the licensing process
  • Must be a US Citizen for licensing requirements

Benefits

  • Equity partnership opportunities for top-performing agents.
  • Uncapped commissions + performance bonuses
  • Training, coaching, and 1:1 mentorship from us and our team of successful agents
  • No Territory Limits.
  • Team Culture that seeks to promote without over-working you.

Company Overview

  • Sphinx Life Solutions is an Insurance Brokerage and Financial Services Firm that believes in helping you protect what matters most– your family, your business, and your future. It was founded in 2022, and is headquartered in Gilbert, Arizona, US, with a workforce of 11-50 employees. Its website is https://www.sphinxlifesolutions.com.
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