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. They are seeking a motivated Customer Service Representative to work from home, assisting clients with their financial and insurance needs through personalized solutions and virtual meetings.

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

• Motivated and customer service oriented
• Ability to work from home
• Experience in the Insurance industry
• Ability to identify financial and insurance needs
• Ability to provide personalized solutions
• Ability to work with clients virtually
• Ability to meet with clients virtually (warm leads only)
• Ability to educate families on life insurance and financial protection options
• Ability to customize coverage solutions based on client needs and budget
• Ability to assist with the application process
• Ability to build professional client relationships
• Ability to follow company and regulatory guidelines
• Dependable and organized
• Motivated to grow in a professional services environment

Benefits

• Full training and licensing support are provided.

Company Overview