Remote Client Account Specialist: Life & Financial

Zohorecruit; Ballwin (MO); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Training program

CRM tools access

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is hiring a remote Client Account Specialist in Ballwin, MO to help clients exploring life and financial protection options. You will guide them through a step-by-step pathway, reach out to interested clients, review needs, and present suitable options.

The role emphasizes independent work with strong support, ongoing coaching, and access to client management tools. Compensation is based on sales, with benefits available.

Qualifications

• Strong communication and interpersonal skills.
• Ability to work independently, with support.
• Willingness to obtain a state insurance license (assistance provided).
• Hungry and coachable.

Responsibilities

• 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.

Skills

Strong communication

Interpersonal skills

Independent work

Licensing willingness

Tools

Client management tools

Job description

Unlock Potential 360 is hiring a remote Client Account Specialist in Ballwin, MO to help clients exploring life and financial protection options. You will guide them through a step-by-step pathway, reach out to interested clients, review needs, and present suitable options.

The role emphasizes independent work with strong support, ongoing coaching, and access to client management tools. Compensation is based on sales, with benefits available.