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[Remote] Entry Level - Client Relations (Work From Home)

Work from home Full-time role Hiring

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is an independent financial services organization that partners with top-rated insurance carriers to help families protect their future. They are seeking a CRM Specialist to work virtually with clients, providing information on life insurance and financial protection options while building professional relationships.

Responsibilities

  • Meet with clients virtually (warm leads only)
  • reputed company 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 are provided
  • Win Incentive Trips with Carriers

Company Overview

  • At reputed company, reputed company 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/ .

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