Entry Level Client Relations Specialist

Role overview

As a CRM Specialist, you will support families in understanding life insurance and other financial protection choices while working in a performance-driven environment. The position is fully virtual and focuses on assisting warm leads who have already requested information, so there is no cold calling, door-to-door selling, or recruiting involved. Training and licensing assistance are included.

Responsibilities

• Conduct virtual meetings with interested clients who have already expressed interest
• Explain life insurance and related protection options in a clear, family-friendly way
• Tailor coverage recommendations to match each client’s needs and budget
• Guide clients through the application steps
• Develop and maintain professional relationships with clients
• Work in accordance with company policies and applicable regulations

Compensation

• Typical earnings on an initial contract are about $600 to $800 per sale
• Agents may receive a 5% pay increase every 2 to 3 months
• No sales quotas are enforced
• Performance can qualify agents for incentive trips with carriers
• Pay is entirely commission-based and depends on results; the stated figures are averages for active agents

Who this role suits

This opportunity fits people who are reliable, well-organized, and eager to grow in a professional services setting.

About the organization

The company is an independent financial services firm that works with highly rated insurance carriers to help families safeguard their future. It supports clients from the first conversation through policy assistance and later end-of-life support, aiming to keep families informed and cared for throughout the process.

Additional information

There are no recruiting responsibilities for this position. The employer emphasizes a team-oriented, growth-focused culture and invites candidates looking for a business-partner style opportunity to apply.