CRM Specialist

Job Description

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

The Tone:
This is an entry-level, remote position at The Stephens Agency, an independent financial services organization. The company partners with top-rated insurance carriers, with the core mission of helping families protect their future and providing support every step of the way, from initial conversations to end-of-life assistance. This role, labeled as a CRM Specialist, is vital for achieving this mission by virtually connecting with clients, understanding their needs, and providing crucial information on life insurance and related financial protection options. You will be instrumental in ensuring families are well-informed, adequately supported, and properly cared for through their financial planning journey.

The TL;DR
• Role: Early Career
• Location: Remote
• Mission: To help families protect their future by providing essential information and tailored solutions for life insurance and related financial protection options, ensuring they are informed, supported, and cared for.

What You’ll Actually Do
• Client Consultation: Conduct virtual meetings with warm leads — clients who have specifically requested information — to understand their unique financial situations and protection needs without any cold calling, door-to-door sales, or recruiting.
• Financial Education: Provide comprehensive education to families on various life insurance products and related financial protection options, helping them make informed decisions about safeguarding what matters most.
• Solution Development: Design and present customized coverage solutions, meticulously tailoring options based on each client’s specific requirements and budgetary considerations.
• Application Facilitation: Assist clients thoroughly throughout the application process, ensuring all necessary steps are completed accurately and efficiently for their chosen policies.
• Professional Relationship Building: Cultivate and maintain strong, professional relationships with clients, providing ongoing support and guidance while strictly adhering to all company policies and regulatory guidelines.

The Must-Haves
• Background: As an entry-level position, no specific prior experience or educational background is explicitly required. The Stephens Agency provides full training and comprehensive licensing support to all new agents.
• Experience: This role is ideal for individuals beginning their career or transitioning into professional services, with no prior years of experience specifically mandated.
• Skills: Essential qualities include being dependable in managing client interactions and commitments, highly organized in handling client information and processes, and strongly motivated to achieve personal and professional growth within a professional services environment focused on sales.