Entry Level Client Acquisition Specialist
The Stephens Agency
Job Overview
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Job Description
About The Stephens Agency
Our mission is to empower individuals to build businesses that create financial freedom and lasting impact. What began as a side opportunity while I was a teacher and coach became a 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 ranked #9 Highest Paying Career in America by Forbes (2024).
Role Overview: Entry Level Client Acquisition Specialist
This Entry Level Client Acquisition Specialist role is part of the life insurance industry. You'll be helping families understand coverage options, completing applications, following up on submitted policies, and ensuring clients receive the protection they applied for. This is an entry-level position focused on assisting families in choosing the right life insurance and financial protection options. All clients are warm leads who have requested information — there is no cold calling, no door-to-door sales, and no recruiting requirements. Full training and comprehensive licensing support are provided.
Key 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.
The 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. Compensation is 100% commission-based and varies by performance. These ranges reflect averages for active agents.
Who We’re Looking For
- Self-motivated, coachable individuals.
- U.S. citizens or green card holders.
- Committed to building a career in sales and serving families with integrity.
Key skills/competency
- Client Acquisition
- Life Insurance
- Financial Protection
- Sales Consultation
- Warm Lead Management
- Customer Education
- Application Processing
- Client Relationship Management
- Integrity in Sales
- Self-Motivation
How to Get Hired at The Stephens Agency
- Research The Stephens Agency's culture: Study their mission, values, recent news, and employee testimonials on LinkedIn and Glassdoor.
- Tailor your resume effectively: Highlight any experience in customer service, sales, or finance, emphasizing coachability and self-motivation.
- Demonstrate strong communication skills: Prepare to showcase your ability to clearly explain complex information and build rapport.
- Understand commission-based roles: Be ready to discuss your drive, resilience, and commitment to performance in a sales environment.
- Prepare for integrity-focused questions: Discuss how you would uphold ethical standards when advising clients on financial protection.
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