Remote Client Account Specialist - Life & Protection

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

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Ongoing coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage. You will guide clients through a step-by-step pathway, explaining options and helping them move toward a decision.

You’ll build lasting relationships by staying in touch, following up, and providing clear, compassionate guidance. Prior sales experience is helpful; training is provided and state licensing support is available.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently with support.
• Willingness to obtain state insurance 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

Interpersonal skills

Education

State insurance license (or willingness to obtain; assistance provided)

Tools

CRM software

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage. You will guide clients through a step-by-step pathway, explaining options and helping them move toward a decision.

You’ll build lasting relationships by staying in touch, following up, and providing clear, compassionate guidance. Prior sales experience is helpful; training is provided and state licensing support is available.