Entry Level - Client Relations (Work From Home)

As a CRM Specialist, you’ll help families protect what matters most while enjoying the rewards of a performance-based career. This role involves working with clients virtually to provide information on life insurance and related financial protection options. All clients are warm leads who have requested information — no cold calling, no door-to-door, and no recruiting requirements. Full training and licensing support are provided.

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

Compensation:

• The average sale on a beginning contract pays between $600 - $800
• Agents are able to earn a 5% raise every 2–3 months
• There are no quotas
• Win Incentive Trips with Carriers
• Compensation is 100% commission-based and varies by performance. These ranges reflect averages for active agents

Who We’re Looking For:

This role is well-suited for individuals who are dependable, organized, and motivated to grow in a professional services environment!

About Us:

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.

🔥ARE YOU MY NEXT BUSINESS PARTNER? Apply today and grow with a team that’s raising the standard in sales!