[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