Entry Level - Client Relations (Work From Home)

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