[Remote] Entry Level Customer Relationship - We Train
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.ResponsibilitiesMeet with clients virtually (warm leads only)Educate families on life insurance and financial protection optionsCustomize coverage solutions based on client needs and budgetAssist with the application processBuild professional client relationshipsFollow company and regulatory guidelinesSkillsDependableOrganizedMotivated to grow in a professional services environmentBenefitsFull training and licensing supportCompany OverviewAt 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/ .