Financial Services Agent – Life Insurance

Job Description

Remote- Entry Level Client Care (No Experience, Will Train!) | The Stephens Agency

The Tone:
This is a remote, entry-level client care role at The Stephens Agency, an independent financial services organization. The company partners with top-rated insurance carriers to help families protect their future. This role is crucial for ensuring families receive ongoing support, information, and care regarding their life insurance and financial protection options, from the initial conversation through policy support and eventual end-of-life assistance. It focuses on responsive client interaction and long-term relationships, adapting coverage as client lives change.

The TL;DR
• Role: Early Career
• Location: Remote, United States
• Mission: This person helps families understand and secure life insurance and financial protection, ensuring ongoing support for their needs.

What You’ll Actually Do
• Client Engagement: Connect virtually with warm leads who have proactively requested information on financial protection options.
• Client Education: Inform and educate families on various life insurance products and related financial protection solutions.
• Solution Design: Customize and recommend coverage options that align specifically with individual client needs and their budget.
• Application Support: Guide clients through the entire application process for their selected policies.
• Relationship Building: Develop and maintain professional relationships with clients, providing ongoing support and adjustments as their life circumstances evolve.
• Compliance Adherence: Ensure all client interactions and policy processes follow company and regulatory guidelines.

The Must-Haves
• Background: A dependable, organized, and motivated individual eager to grow in a professional services environment. No prior experience is required, and full training, along with licensing support, is provided.
• Experience: None required.
• Skills: Dependability, organizational skills, and strong motivation for professional development.