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 motivated customer service representative to work from home, assisting individuals and families with their financial and insurance needs through personalized 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
- Motivated and customer service-oriented
- Ability to work from home
- Experience in the Insurance industry
- Ability to identify financial and insurance needs
- Provide personalized solutions for long-term protection
- Ability to work with clients virtually
- Ability to educate families on life insurance and financial protection options
- Ability to customize coverage solutions based on client needs and budget
- Assist with the application process
- Build professional client relationships
- 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