CRM Specialist – Life Insurance Sales

Job Description

Entry Level Client Relations Specialist (Remote) | The Stephens Agency

The Tone:
This is a commission-based, work-from-home role at The Stephens Agency, offering a performance-driven career path for entry-level professionals. The Stephens Agency operates as an independent financial services organization, dedicated to partnering with top-rated insurance carriers to provide robust protection for families’ futures. This vital role focuses on working with clients virtually, providing essential information on life insurance and related financial protection options. You will empower families to make informed decisions and secure their future, while operating within a supportive environment that offers full training and licensing assistance. Compensation is 100% commission-based, with active agents earning an average of $600-$800 per initial sale and opportunities for a 5% raise every 2-3 months, alongside incentive trips. The role emphasizes building professional relationships and delivering customized solutions to warm leads, ensuring families are informed, supported, and cared for from initial conversation through end-of-life assistance, all without cold calling or recruiting requirements.

The TL;DR
• Role: Early Career
• Location: Remote, United States
• Mission: Empower families to protect their future by providing virtual information and customized financial protection options based on warm leads, ensuring comprehensive support and care.

What You’ll Actually Do
• Client Engagement: Meet with clients virtually to understand their needs, exclusively working with warm leads who have already requested information, eliminating cold calling or door-to-door sales.
• Education & Guidance: Educate families thoroughly on various life insurance policies and comprehensive financial protection options available through top-rated carriers.
• Solution Customization: Customize coverage solutions by analyzing individual client needs and budget constraints to provide tailored financial protection.
• Application Support: Assist clients seamlessly through the entire application process, ensuring a smooth and clear experience from selection to submission.
• Relationship Building: Build and nurture professional client relationships, providing ongoing support from the initial conversation through policy support and potentially end-of-life assistance.

The Must-Haves
• Background: Entry-level candidates who are dependable, organized, and highly motivated to grow and succeed in a professional services environment within the financial protection industry.
• Experience: No prior specific experience in sales or insurance is required, as the company provides comprehensive full training and robust licensing support to all new agents.
• Skills: Strong dependability and reliability in client interactions; excellent organizational skills for managing client appointments and processes; high motivation for continuous professional growth and performance.