CRM Specialist – Financial Protection Sales

Job Description

Entry Level Client Relations | The Stephens Agency

The Tone:
This is an entry-level, remote role at The Stephens Agency, designed for individuals ready to embark on a rewarding professional journey from home. The Stephens Agency operates as an independent financial services organization, dedicated to partnering with top-rated insurance carriers to provide comprehensive protection solutions for families. This role is fundamental to the company’s mission, ensuring that families are thoroughly informed, diligently supported, and genuinely cared for throughout every stage of their financial protection, from initial discussions to policy support and eventual end-of-life assistance. You will serve as a CRM Specialist, directly empowering clients to safeguard what matters most by guiding them through life insurance and related financial protection options within a supportive, performance-based environment.

The TL;DR
• Role: Early Career
• Type: Full-time (A performance-based career with commission earnings, offering the potential for significant income growth.)
• Location: Remote, United States

• Mission: Help families protect what matters most by educating them on life insurance and financial protection options.

What You’ll Actually Do
• Client Engagement: Meet virtually with warm leads to understand their specific needs.
• Client Education: Educate families on available life insurance and comprehensive financial protection options.
• Solution Customization: Customize coverage solutions that precisely align with client needs and budgetary considerations.
• Process Facilitation: Assist clients efficiently through the entire application process for their chosen policies.
• Relationship Building: Build and maintain professional, long-term relationships with clients.
• Compliance Adherence: Follow all company and regulatory guidelines to ensure ethical and proper business practices.

The Must-Haves
• Background: Entry-level professionals with a strong foundational work ethic and a clear ambition to grow and develop a long-term career within a professional services environment, particularly focusing on financial protection for families.
• Experience: No specific prior professional experience in insurance sales, financial advising, or any related field is required to qualify for this role. The Stephens Agency provides comprehensive training and full licensing support to ensure all new agents are equipped for success. This opportunity specifically excludes cold calling, door-to-door sales, and any recruiting requirements.
• Skills: Essential skills include strong organizational abilities for managing client interactions, a high degree of self-motivation to excel in a remote, performance-based setting, unwavering dependability in client commitments, excellent communication skills for educating families, and a natural aptitude for building and sustaining professional client relationships.