Remote Client Advocate - Life & Financial Protection

Unlock Potential 360; Martinsburg (WV); À distance; USD 35 000 - 60 000; Plein temps

Avantages offerts par ce poste

Training program

Client management tools

Warm leads

Ongoing coaching

Résumé du poste

Unlock Potential 360 in the United States is seeking a remote Client Account Specialist to assist clients exploring life and financial protection options. You will guide them through a step-by-step pathway, review needs, and help close solutions while building relationships for the long term.

This role emphasizes strong communication, independence with support, and willingness to obtain a state insurance license (licensing assistance provided).

Qualifications

• Strong communication and interpersonal skills are essential.
• Ability to work independently while receiving support as needed.
• Willingness to obtain a state insurance license with provided assistance.
• Hungry and coachable, eager to grow in sales and client service.

Responsabilités

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

Connaissances

Strong communication

Interpersonal skills

Independent work

Willingness for licensing

Description du poste

Unlock Potential 360 in the United States is seeking a remote Client Account Specialist to assist clients exploring life and financial protection options. You will guide them through a step-by-step pathway, review needs, and help close solutions while building relationships for the long term.

This role emphasizes strong communication, independence with support, and willingness to obtain a state insurance license (licensing assistance provided).