Remote Client Protection Advisor

Unlock Potential 360; Central Falls (RI); Remoto; USD 50.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Training program

Client management tools

Warm leads

Ongoing coaching

Descrizione del lavoro

Unlock Potential 360 in Central Falls, RI is seeking a remote Client Account Specialist to help clients understand life and financial protection options and guide them through the enrollment process.

You will reach out to interested clients, review needs, present protection options, assist through the process, and maintain ongoing communication to build lasting client relationships while receiving training and coaching.

Competenze

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

Mansioni

• 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.

Descrizione del lavoro

Unlock Potential 360 in Central Falls, RI is seeking a remote Client Account Specialist to help clients understand life and financial protection options and guide them through the enrollment process.

You will reach out to interested clients, review needs, present protection options, assist through the process, and maintain ongoing communication to build lasting client relationships while receiving training and coaching.