The Stephens Agency→
Entry Level - Client Relations (Work From Home)
Entry LevelRemote
Location
Not specified
Salary
Not listed
Experience
Not specified
Posted
Today
Skills
life insurancefinancial protection optionsclient relationship managementvirtual client meetingsapplication process assistanceregulatory compliance
Job Description
Summary: 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 virtually with clients, 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
Required Qualifications:
- Dependable
- Organized
- Motivated to grow in a professional services environment
Required Skills: Life Insurance, Financial Protection Options, Client Relationship Management, Virtual Client Meetings, Application Process Assistance, Regulatory Compliance
Benefits: Full training and licensing support are provided, Win Incentive Trips with Carriers
Benefits
Full training and licensing support are provided
Win Incentive Trips with Carriers