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[Remote] Remote Customer Success Agent (Training Provided)

Remote, USA Full-time Posted 2025-11-24

Note: The job is a remote job and is open to candidates in USA. The Stephens Agency is focused on empowering individuals to build businesses that create financial freedom. As a Customer Success Agent, you will guide clients through life insurance coverage options and provide customized solutions based on their needs.


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

Skills

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

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/ .

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