[Remote] Entry Level Customer Relationship - We Train
Note: The job is a remote job and is open to candidates in USA. The Stephens Agency is an independent financial services organization that partners with top-rated insurance carriers to help families protect their future. They are seeking a CRM Specialist to work with clients virtually, providing information on life insurance and financial protection options while building professional relationships.
Responsibilities
- Meet with clients virtually (warm leads only)
- Educate families on life insurance and financial protection options
- Customize coverage solutions based on client needs and budget
- Assist with the application process
- Build professional client relationships
- Follow company and regulatory guidelines
Skills
- Dependable
- Organized
- Motivated to grow in a professional services environment
Benefits
- Full training and licensing support
- 5% raise every 2–3 months
- No quotas
Company Overview