Remote Client Care Specialist - Life & Financial Protection

Unlock Potential 360; Worland (WY); 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 in Worland, WY is seeking a remote Client Account Specialist to help clients explore life and financial protection options. You will guide clients with a step-by-step pathway and build lasting relationships.

You’ll contact individuals who requested information, review needs, present protection options, and support them through the enrollment process, with training and coaching provided.

Qualifications

• Clear, effective communication and rapport-building with clients.
• Ability to work independently with minimal supervision.
• Willingness to obtain a state insurance license (training provided).
• Coachable and motivated to achieve results.

Responsibilities

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

Skills

Strong communication

Interpersonal skills

Independence

Willingness to obtain license

Job description

Unlock Potential 360 in Worland, WY is seeking a remote Client Account Specialist to help clients explore life and financial protection options. You will guide clients with a step-by-step pathway and build lasting relationships.

You’ll contact individuals who requested information, review needs, present protection options, and support them through the enrollment process, with training and coaching provided.