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Customer Relationship Management Specialist - Work From Home - Remote jobs in United States
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The Walker Financial Group · 16 hours ago

Customer Relationship Management Specialist - Work From Home - Remote

The Walker Financial Group is dedicated to protecting families and providing exceptional service. They are seeking a Customer Relationship Management Specialist who will guide clients through their life insurance options and build long-term relationships while being part of a supportive team.
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 serviceSalesTrainingRelationship buildingMentorship

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

100% remote position with a flexible schedule that works for you and your life!
Full mentorship, training, and career development support
Grow into leadership, training, or management roles - want to own your own business? You can do that here.

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