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
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/ .