Life Insurance Agent

Job Description

Remote- Entry Level Client Care (No Experience, Will Train!) | The Stephens Agency

The Tone:
This is an entry-level remote role at The Stephens Agency, located in the United States. The Stephens Agency is an independent financial services organization that partners with top-rated insurance carriers to help families protect their future. This role is crucial for providing essential information and support to clients seeking life insurance and financial protection options. You will ensure families are informed, supported, and cared for from the initial conversation through policy support and eventually end-of-life assistance.

The TL;DR
• Role: Early Career
• Location: Remote, United States
• Mission: This person ensures families are informed and protected by customizing life insurance and financial solutions based on their evolving needs.

What You’ll Actually Do
• Client Meetings: Conduct virtual meetings with warm leads to discuss their financial protection needs.
• Educational Outreach: Educate families on various life insurance and related financial protection options available to them.
• Tailored Solutions: Customize coverage solutions to align precisely with individual client needs and budget constraints.
• Application Facilitation: Assist clients throughout the application process for their selected policies.
• Relationship Nurturing: Build and maintain professional client relationships, providing ongoing support and responsiveness.

The Must-Haves
• Background: Entry-Level. No prior experience is required, demonstrating a foundational commitment to professional services.
• Experience: Full training and licensing support will be provided for this role, with no specific years of experience needed.
• Skills: Dependable, Organized, Motivated to grow in a professional services environment.