Financial Services Sales Agent

Job Description

Remote- Entry Level Client Care | The Stephens Agency

The Tone:
This is a remote, entry-level role at The Stephens Agency, centered on providing exceptional client care. The Stephens Agency operates as a robust, independent financial services organization, dedicated to partnering with top-rated insurance carriers to secure the future of families. This position is fundamental to upholding the company’s high standard of client support, which encompasses responsiveness, proactive check-ins, aiding clients in adjusting their coverage as life changes, and being a dependable resource precisely when their policy needs arise. The role ensures families receive comprehensive information, tailored solutions, and ongoing assistance for life insurance and financial protection, fostering informed and cared-for relationships from the initial conversation through long-term policy support and eventual end-of-life assistance.

The TL;DR
• Role: Early Career
• Location: Remote, United States
• Mission: To provide virtual client care and education on life insurance and related financial protection options to warm leads who have specifically requested information, thereby eliminating cold calling, door-to-door sales, and recruiting requirements.

What You’ll Actually Do
• Client Meetings: Conduct virtual meetings exclusively with warm leads – clients who have proactively requested information – ensuring interactions are focused and productive without the need for cold calling or door-to-door sales.
• Client Education: Thoroughly educate families on the intricacies of life insurance and various related financial protection options, empowering them with the knowledge to make informed decisions for their future.
• Solution Customization: Skillfully customize coverage solutions and financial protection plans to precisely match the unique needs and budgetary constraints of each individual client.
• Application Support: Provide comprehensive, step-by-step assistance throughout the entire application process, ensuring a smooth and clear experience for clients as they secure their policies.
• Client Relationships: Build and nurture enduring professional relationships with clients, providing consistent support over time and being a reliable point of contact for their evolving policy needs.

The Must-Haves
• Background: Entry Level career standing, ideal for individuals motivated to grow and develop professionally within a client-focused financial services environment. No specific prior education or industry background is a prerequisite.
• Experience: No prior experience is required, reflecting the role’s entry-level nature. The Stephens Agency commits to providing full training and complete licensing support to equip new agents for success.
• Skills: Essential attributes include a strong sense of dependability, excellent organizational capabilities for managing virtual client interactions, and significant motivation to excel in a professional services setting focused on sales and client care.