Entry Level Client Acquisition Specialist
The Stephens Agency
Job Overview
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Job Description
About The Entry Level Client Acquisition Specialist Role at The Stephens Agency
This Entry Level Client Acquisition Specialist role at The Stephens Agency is within the vital life insurance industry. You will be instrumental in helping families understand their coverage options, meticulously completing applications, following up on submitted policies, and ensuring clients receive the essential protection they applied for. This is an excellent entry-level opportunity to guide families in choosing the right life insurance and financial protection options. All clients are warm leads who have proactively requested information, meaning there is absolutely no cold calling, no door-to-door sales, and no recruiting requirements. Comprehensive training and full licensing support are provided to ensure your success.
About The Stephens Agency
Our mission at The Stephens Agency is to empower individuals to build businesses that create financial freedom and lasting impact. What began as a side opportunity for our founder, who was a teacher and coach, evolved into a profound passion for helping others build legacy, time freedom, and meaningful success. We are driven to ignite agents’ potential and help them grow through faith, focus, and relentless drive. The Stephens Agency was notably ranked #9 Highest Paying Career in America by Forbes in 2024.
Key Responsibilities
- Contact and consult with clients, working exclusively with warm leads (no cold calling).
- Educate families comprehensively on life insurance and various financial protection options.
- Customize coverage solutions meticulously to meet each client's unique needs and budget.
Compensation Structure
The average sale on a beginning contract typically pays between $600 and $800. Agents have the opportunity to earn a 5% raise every 2-3 months. There are no quotas, providing a supportive environment for growth. Compensation is 100% commission-based and varies by individual performance, with these ranges reflecting averages for active agents.
Who We’re Looking For
- Self-motivated and highly coachable individuals.
- U.S. citizens or green card holders.
- Those committed to building a long-term career in sales and serving families with utmost integrity.
Key skills/competency
- Client Acquisition
- Life Insurance Sales
- Financial Protection
- Client Consultation
- Relationship Building
- Sales Acumen
- Communication Skills
- Active Listening
- Integrity
- Financial Services
How to Get Hired at The Stephens Agency
- Research The Stephens Agency's culture: Study their mission, values, recent Forbes recognition, and employee testimonials on LinkedIn and Glassdoor to align your application.
- Tailor your resume for sales roles: Customize your resume to highlight customer service, communication, and any experience with financial products or client interaction, using keywords like 'client acquisition' and 'relationship management'.
- Showcase your coachability and drive: During interviews, emphasize your self-motivation, eagerness to learn, and commitment to a sales career, directly addressing the core qualities The Stephens Agency seeks.
- Understand commission-based compensation: Be prepared to discuss your understanding of a performance-driven, commission-only compensation model and how you plan to excel in such an environment.
- Demonstrate commitment to integrity: Articulate how you would uphold integrity in client interactions, especially when educating families on sensitive topics like life insurance and financial protection.
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