Remote Client Account Specialist – Life & Protection

Unlock Potential 360; East Greenwich (RI); Remote; USD 40,000 - 75,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to help clients explore life and financial protection options. You will guide them through a step-by-step process, maintain ongoing communication, and build lasting relationships from warm leads provided by the company.

The role emphasizes training, coaching, and access to client management tools. Compensation is commission-based, with benefits available as part of the plan.

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

Communication

Independent work

Insurance license

Coachability

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist to help clients explore life and financial protection options. You will guide them through a step-by-step process, maintain ongoing communication, and build lasting relationships from warm leads provided by the company.

The role emphasizes training, coaching, and access to client management tools. Compensation is commission-based, with benefits available as part of the plan.