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Customer Service Specialist - Remote

Remote / Online - Candidates ideally in
Madison, Madison County, Alabama, 35758, USA
Listing for: Ohana Outreach Financial
Seasonal/Temporary, Remote/Work from Home position
Listed on 2026-01-19
Job specializations:
  • Customer Service/HelpDesk
    HelpDesk/Support, Customer Success Mgr./ CSM, Client Relationship Manager
Job Description & How to Apply Below
Job Description
The Hakola Agency focuses on building trust with families while offering professionals a dependable career path. We value preparation and accountability.

Modern tools allow us to manage workflows efficiently and support virtual interactions. This keeps the process clear and structured.

All interactions begin with inbound requests. There is no cold outreach.

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.
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