Customer Relationship Management Specialist - Work From Home - Remote jobs in United States
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The Walker Financial Group · 2 weeks ago

Customer Relationship Management Specialist - Work From Home - Remote

The Walker Financial Group is seeking a Customer Relationship Management Specialist who enjoys helping people and providing exceptional service. In this role, you will guide clients through their life insurance options and build long-term relationships while receiving mentorship and support for your career development.

Insurance
Hiring Manager
Angela Walker
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Responsibilities

Assist with life insurance coverage options, questions, and policy updates
Work with warm leads — no cold calling required
Build lasting relationships through honesty, care, and follow-through
Provide ongoing support to clients while managing your own schedule
Receive full mentorship, training, and career development support

Qualification

Customer serviceRelationship buildingMentorshipTeam collaborationTime management

Required

Enjoys helping people and providing exceptional service
Ability to guide clients through their life insurance options
Ability to build long-term relationships
Willingness to put in hard work
Ability to assist with life insurance coverage options, questions, and policy updates
Ability to work with warm leads
Ability to build lasting relationships through honesty, care, and follow-through
Ability to provide ongoing support to clients while managing your own schedule
Willingness to receive mentorship, training, and career development support

Benefits

Full mentorship
Training
Career development support
Performance bonuses
Growth potential

Company

The Walker Financial Group

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At Walker Financial Group, we’re not just writing policies — Our mission is clear: Your Plan. Your Protection. Your Peace.

Funding

Current Stage
Early Stage
Company data provided by crunchbase