Remote Client Account Specialist - Life & Protection

Unlock Potential 360; West Lafayette (IN); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Training program

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 in West Lafayette, IN is seeking a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage.

You will reach out to clients who have requested information, review needs, present protection options, and guide them through the process with a step-by-step pathway. You’ll receive comprehensive training, coaching, and licensing assistance to support your growth.

Qualifications

• Strong communication and interpersonal skills.
• Ability to work independently with support.
• Willingness to obtain a state insurance license (licensing 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 skills

Interpersonal skills

Independent worker

Coachable

Tools

Client management tools

Job description

Unlock Potential 360 in West Lafayette, IN is seeking a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage.

You will reach out to clients who have requested information, review needs, present protection options, and guide them through the process with a step-by-step pathway. You’ll receive comprehensive training, coaching, and licensing assistance to support your growth.