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[Remote] Work from home- Client Success (Will Train)

Remote, USA Full-time Posted 2026-06-18

Note: The job is a remote job and is open to candidates in USA. The Stephens Agency is part of the life insurance industry, and they are seeking a Client Specialist to help families understand coverage options and complete applications. This role involves consulting with clients, educating them on life insurance, and customizing coverage solutions based on their needs.

Responsibilities

  • Contact and consult with clients (warm leads only – no cold calling)
  • Educate families on life insurance and financial protection options
  • Customize coverage solutions based on client needs and budget

Skills

  • Self-motivated, coachable individuals
  • U.S. citizens or green card holders
  • Committed to building a career in sales and serving families with integrity

Company Overview

  • At The Stephens Agency, success means more than just closing deals — it’s about living a fulfilling life at work and at home. It was founded in 2002, and is headquartered in United States, US, with a workforce of 51-200 employees. Its website is https://stephenscma2.gr8.com/ .
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