[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. As a CRM Specialist, you will assist clients virtually with information on life insurance and financial protection options, providing customized solutions and 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

Company Overview