Remote Client Account Specialist — Life & Protection

Zohorecruit; Festus (MO); Remote; USD 40,000 - 80,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. You will guide clients through a step-by-step pathway, understanding their options and delivering a smooth experience.

The role focuses on helping clients choose protection plans and maintain ongoing communication to build lasting relationships, with training and coaching provided.

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

Interpersonal skills

Independence

Coachability

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. You will guide clients through a step-by-step pathway, understanding their options and delivering a smooth experience.

The role focuses on helping clients choose protection plans and maintain ongoing communication to build lasting relationships, with training and coaching provided.