Remote Client Account Specialist: Life Protection

Zohorecruit; United States; Remote; USD 45,000 - 75,000; 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 help clients who requested information about life and financial protection coverage. The role guides clients through a step-by-step pathway and focuses on understanding options and providing ongoing support.

The position emphasizes independence, proactive outreach, and building long-term client relationships, with licensing support provided where needed. Training and coaching are included to help you succeed.

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

License readiness

Coachability

Job description

Unlock Potential 360 is seeking a Remote Client Account Specialist to help clients who requested information about life and financial protection coverage. The role guides clients through a step-by-step pathway and focuses on understanding options and providing ongoing support.

The position emphasizes independence, proactive outreach, and building long-term client relationships, with licensing support provided where needed. Training and coaching are included to help you succeed.