Bilingual Client Success Manager (Agent Experience) (English/ Spanish)

Experiorfinancial

4 months ago

Remote

Full Time

Senior

0 applicants

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About this role

Experior Financial Group Inc. is seeking a Bilingual Client Success Manager to lead the client success team focusing on independent insurance agents. The role involves developing systems for agent engagement, managing digital platform experience, supporting recruitment efforts, and fostering community collaboration. It offers an opportunity to drive growth and improve agent satisfaction within a dynamic environment.

Skills

About Experiorfinancial

experiorfinancial.com

Experior Financial Group is a Canadian brokerage that connects clients with licensed financial advisors and provides support services to agents across the country. Describing itself as one of the fastest‑growing brokerages in Canada, Experior positions itself as a strong fit for both advisors and clients seeking comprehensive financial guidance. Operating under the tagline "Building Financial Foundations," the firm offers recruiting, training and back‑office support and can be reached via its national toll‑free line at 1-888-909-0696.

About Experiorfinancial

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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Salary

$70k – $85k

per year

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