Work From Home - Customer Service… at The Stephens… · Remote

Summary: The Stephens Agency is an independent financial services organization that partners with top-rated insurance carriers. They are seeking a motivated Customer Service Representative to work from home, assisting clients with their financial and insurance needs through personalized solutions and virtual meetings. 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: - Motivated and customer service oriented - Ability to work from home - Experience in the Insurance industry - Ability to identify financial and insurance needs - Ability to provide personalized solutions - Ability to work with clients virtually - Ability to meet with clients virtually (warm leads only) - Ability to educate families on life insurance and financial protection options - Ability to customize coverage solutions based on client needs and budget - Ability to assist with the application process - Ability to build professional client relationships - Ability to follow company and regulatory guidelines - Dependable and organized - Motivated to grow in a professional services environment Required Skills: Life Insurance, Financial Protection, Client Relationship Management, Application Process Assistance Benefits: Full training and licensing support are provided.