Remote Client Advocate – Life & Financial Protection

Unlock Potential 360; Charles Town (WV); À distance; USD 45 000 - 85 000; Plein temps

Avantages offerts par ce poste

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Ongoing coaching

Résumé du poste

Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. The role focuses on helping clients understand their options and guiding them through a step-by-step pathway.

You will reach out to clients, review needs, present options, and assist through the process, while maintaining follow-up and building lifelong client relationships.

Qualifications

• Excellent communication and interpersonal abilities are essential.
• Ability to work independently with support when needed.
• Willingness to obtain a state insurance license with company assistance.
• Demonstrated coachability and eagerness to grow.

Responsabilités

• Reach out to clients who requested information about coverage.
• Review client needs and present protection options.
• Assist clients through the enrollment process.

Connaissances

Communication skills

Interpersonal skills

Independent work

Licensing willingness

Coachability

Description du poste

Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. The role focuses on helping clients understand their options and guiding them through a step-by-step pathway.

You will reach out to clients, review needs, present options, and assist through the process, while maintaining follow-up and building lifelong client relationships.