Remote Client Account Specialist - Life & Financial Protection

Zohorecruit; Monett (MO); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Training program

CRM tools access

Warm leads provided

Ongoing coaching and support

Job summary

Unlock Potential 360 is seeking a Remote Client Account Specialist in Missouri to assist clients who have requested information about life and financial protection coverage. You will guide them through a step-by-step pathway, from needs review to presenting options and completing enrollment.

The role emphasizes building client relationships, maintaining ongoing communication, and working with warm leads and coaching support to achieve results.

Qualifications

• Excellent verbal and written communication skills.
• Ability to work independently with minimal supervision.
• Willingness to obtain a state insurance license; license support provided.
• Driven, coachable and results oriented.

Responsibilities

• Reach out to clients who requested information about coverage.
• Review needs and present protection options.
• Guide clients through the enrollment process.
• Maintain follow-up and ongoing communication.
• Build long-term client relationships.

Skills

Strong communication

Interpersonal skills

Independent worker

License readiness

Tools

CRM software

Job description

Unlock Potential 360 is seeking a Remote Client Account Specialist in Missouri to assist clients who have requested information about life and financial protection coverage. You will guide them through a step-by-step pathway, from needs review to presenting options and completing enrollment.

The role emphasizes building client relationships, maintaining ongoing communication, and working with warm leads and coaching support to achieve results.