Customer Relationship Management Specialist - We Train

The Stephens Agency is focused on helping people build meaningful careers through customer success, service, and sales. As a CRM Specialist, you will assist families in understanding life insurance coverage options, complete applications, and ensure clients receive the protection they applied for, all while working with warm leads only.

Responsibilities:

• Contact and consult with clients (warm leads only – no cold calling)
• Educate families on life insurance and financial protection options
• Customize coverage solutions based on client needs and budget

Requirements:

• Self-motivated, coachable individuals
• U.S. citizens or green card holders
• Committed to building a career in sales and serving families with integrity