The Walker Financial Group · 14 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.
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
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
At Walker Financial Group, we’re not just writing policies — Our mission is clear: Your Plan. Your Protection. Your Peace.
Funding
Current Stage
Early StageCompany data provided by crunchbase