Client Account Specialist - Remote
Unlock Potential 360
Job Description
We are hiring a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. We are in a multi-trillion dollar industry because people need our help. This role focuses on helping clients understand their options and guiding them through the process using a step-by-step pathway. What You'll Do
We are hiring a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. We are in a multi-trillion dollar industry because people need our help. This role focuses on helping clients understand their options and guiding them through the process using a step-by-step pathway. What You'll Do
- Reach out to clients who have requested information about coverage
- Review needs and present available protection options
- Assist clients through the process
- Maintain follow-up and ongoing client communication
- Build client-for-life relationships
- Effective training program
- Access to client management tools
- Access to warm leads (no cold calling required)
- Ongoing coaching
- Strong communication and interpersonal skills
- Ability to work independently, with support
- Willingness to obtain a state insurance license (assistance provided)
- Hungry and coachable
- Individuals that are ready for a change
- Those excited being paid, promoted, recognized for their results
- Candidates who value challenge and support
Vacancy posted 5 days ago
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