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 an Entry Level Client Care representative to work with clients virtually, providing information on life insurance and related financial protection options while building professional relationships and customizing coverage solutions.
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/ .