Remote Client Account Specialist: Life & Protection

Unlock Potential 360; Wheeling (IL); Remote; USD 35,000 - 65,000; Full time

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to support clients in the Wheeling area who are exploring life and financial protection options. This role focuses on guiding clients through a step-by-step pathway and building long-lasting relationships.

You will reach out to interested clients, review needs, present protection options, and assist through the process, with training and coaching provided 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).

Responsibilities

• Reach out to clients who requested information about coverage.
• Review needs and present protection options.
• Assist clients through the process.
• Maintain follow-up and ongoing client communication.
• Build client-for-life relationships.

Skills

Strong communication

Interpersonal skills

Self-motivation

Willingness to obtain license

Tools

CRM software

Lead management tools

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist to support clients in the Wheeling area who are exploring life and financial protection options. This role focuses on guiding clients through a step-by-step pathway and building long-lasting relationships.

You will reach out to interested clients, review needs, present protection options, and assist through the process, with training and coaching provided to help you succeed.