Life Insurance Agent

Job Description

Remote – Entry Level Client Care | The Stephens Agency

The Tone:
This is a remote, entry-level client care role at The Stephens Agency, an independent financial services organization that partners with top-rated insurance carriers. The company is dedicated to helping families protect their future through comprehensive financial protection options, from initial conversation through policy support and eventually end-of-life assistance. This role is fundamental to the agency’s mission of raising the standard in sales by ensuring clients are consistently informed, supported, and cared for, providing responsive and continuous assistance as their life changes and they utilize their policy. The agency prides itself on working exclusively with warm leads, guaranteeing no cold calling, no door-to-door sales, and no recruiting requirements for its agents.

The TL;DR
• Role: Early Career
• Location: Remote, United States
• Mission: To educate clients virtually on life insurance and financial protection options, customize solutions based on their needs, and build professional relationships without cold calling or recruiting.

What You’ll Actually Do
• Client Consultation: Meet virtually with warm leads who have specifically requested information, engaging in responsive conversations to understand their financial protection needs.
• Client Education: Educate families comprehensively on various life insurance and related financial protection options, ensuring they are well-informed to make suitable decisions.
• Solution Customization: Customize and propose coverage solutions that are precisely aligned with individual client needs and budget constraints.
• Application Facilitation: Assist clients seamlessly through the application process for selected policies.
• Relationship Nurturing: Build and maintain strong, professional client relationships, providing ongoing support and checking in over time as their life changes.

The Must-Haves
• Background: This entry-level role is well-suited for individuals who are dependable, organized, and highly motivated to grow within a professional services environment dedicated to strong client care.
• Experience: No prior experience is required, as the Stephens Agency provides full training and comprehensive licensing support to all new agents. This opportunity enables individuals to launch a career in financial services, becoming part of a team that provides end-to-end support, from initial conversations through policy use and end-of-life assistance.
• Skills: Essential skills include a high level of dependability, strong organizational abilities for managing virtual client interactions, and inherent motivation to thrive in a sales environment focused on nurturing client relationships.