Private Client Advisor
Unlock Potential 360
Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. This role focuses on guiding clients through a step-by-step pathway and building lasting relationships.
Responsibilities include contacting clients, presenting options, and maintaining ongoing communication. Training and access to tools will be provided; state licensing assistance is available.
#J-18808-LjbffrVacancy posted 1 day ago
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