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. They are seeking a CRM Specialist to work virtually with clients, providing information on life insurance and financial protection options while 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 are provided
• Win Incentive Trips with Carriers

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/ .

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