Remote Client Account Specialist - Life & Protection

Unlock Potential 360; Cooke City (MT); Remote; USD 35,000 - 55,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads

Ongoing coaching

Job summary

Unlock Potential 360 in Cooke City, MT is seeking a remote Client Account Specialist to help clients who request information about life and financial protection options. You will guide them through a step-by-step pathway and tailor recommendations to their needs.

This role includes access to training, client management tools, warm leads, ongoing coaching, and licensing assistance to obtain the required state license.

Qualifications

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

Responsibilities

• Reach out to clients who 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

Communication skills

Independent worker

License readiness

Coachability

Job description

Unlock Potential 360 in Cooke City, MT is seeking a remote Client Account Specialist to help clients who request information about life and financial protection options. You will guide them through a step-by-step pathway and tailor recommendations to their needs.

This role includes access to training, client management tools, warm leads, ongoing coaching, and licensing assistance to obtain the required state license.