Note: The job is a remote job and is open to candidates in USA. The Stephens Agency is an independent financial services organization that partners with top-rated insurance carriers to help families protect their future. As a CRM Specialist, you will assist clients virtually with information on life insurance and financial protection options, providing customized solutions and building professional relationships.
Responsibilities
- Meet with clients virtually (warm leads only)
- Educate families on life insurance and financial protection options
- Customize coverage solutions based on client needs and budget
- Assist with the application process
- Build professional client relationships
- Follow company and regulatory guidelines
Skills
- Dependable
- Organized
- Motivated to grow in a professional services environment
Benefits
- Full training and licensing support
Company Overview
At The Stephens Agency, success means more than just closing deals — it’s about living a fulfilling life at work and at home. It was founded in 2002, and is headquartered in United States, US, with a workforce of 51-200 employees. Its website is https://stephenscma2.gr8.com/ .