CRM Specialist – Life Insurance Sales

Job Description

Entry Level Client Relations | The Stephens Agency

The Tone:
This is an entry-level, performance-based remote role at The Stephens Agency, an independent financial services organization that partners with top-rated insurance carriers. The company is dedicated to building secure futures for families by offering essential life insurance and related financial protection options. This role is crucial for helping families protect what matters most by providing vital information, customizing tailored coverage solutions, and efficiently assisting with the application process, all conducted virtually with pre-qualified warm leads. It offers a rewarding career path with comprehensive full training and licensing support, empowering individuals to develop strong client relationships and achieve significant earning potential without the pressures of cold calling or recruiting.

The TL;DR
• Role: Early Career
• Location: Remote

• Mission: Provide virtual financial protection guidance to families through life insurance and related options.

What You’ll Actually Do
• Advise: Meet virtually with warm leads to educate families on life insurance and financial protection options.
• Tailor: Customize coverage solutions to match specific client needs and budgets.
• Facilitate: Guide clients through the application process for financial protection plans.
• Cultivate: Build and maintain professional relationships with clients.
• Comply: Adhere to all company policies and regulatory guidelines.

The Must-Haves
• Background: This role is ideal for individuals who are dependable, organized, and highly motivated to build a career within a professional financial services environment. Candidates should be eager to learn and grow, leveraging provided training to become proficient in client relations and financial protection solutions.
• Experience: No prior experience in client relations, insurance, or financial services is explicitly required. The Stephens Agency provides comprehensive full training and dedicated support for obtaining necessary licensing, making this an excellent opportunity for those starting their professional journey.
• Skills:
• Dependability: Demonstrate consistent reliability and a strong work ethic to effectively manage client interactions and responsibilities in a remote setting.
• Organization: Possess excellent organizational abilities to efficiently handle virtual meetings, client information, application documents, and adhere to established processes.
• Motivation: Exhibit a high level of self-motivation and a drive for success in a performance-based environment, with the capacity to proactively pursue growth opportunities.
• Communication: Ability to clearly and empathetically communicate complex financial information to clients virtually, fostering trust and understanding.