Private Client Advisor
Unlock Potential 360
Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage. You will guide clients through a step-by-step pathway, review needs, present options, and maintain ongoing communication while building lasting relationships.
The role emphasizes independence with supportive coaching, and eligibility to obtain a state insurance license with company assistance.
#J-18808-LjbffrVacancy posted 3 days ago
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