Entry-Level Client Care Specialist (Remote, Training Provided)

About the Role

Join The Stephens Agency as a remote Entry-Level Client Care Specialist. In this role, you will connect with clients virtually to provide essential information about life insurance and other financial protection solutions. You will be working exclusively with warm leads who have proactively sought information, meaning no cold calling or recruitment is involved. Comprehensive training and support for licensing are fully provided, making this an ideal opportunity for individuals eager to enter the financial services sector without prior experience.

Responsibilities

• Engage with clients remotely to discuss life insurance and financial protection options.
• Educate families on suitable coverage based on their unique needs and financial capacity.
• Guide clients through the policy application process.
• Cultivate and maintain strong, professional relationships with clients.
• Ensure all activities comply with company policies and regulatory standards.
• Proactively check in with clients to offer support and adjust coverage as their life circumstances evolve.
• Be available to assist clients when they need to utilize their insurance policies.

Compensation Details

This is a commission-based role where earnings vary with performance. The average initial contract sale yields between $600 and $800. Agents have the potential to receive a 5% salary increase every 2-3 months. There are no sales quotas to meet.

Who We Are Looking For

We are seeking dependable, organized, and growth-oriented individuals to join our team. As an independent financial services organization, we collaborate with leading insurance carriers to assist families in securing their financial futures. Our commitment extends from the initial consultation through policy management and end-of-life support, ensuring families receive comprehensive guidance and care.

Additional Information

This position is perfect for motivated individuals looking to build a career in professional services. We are an independent financial services organization that partners with top-rated insurance carriers to help families protect their future. From the initial conversation through policy support and eventually end-of-life assistance, we’re there every step of the way to ensure families are informed, supported, and cared for.