Remote Client Protection & Relationship Specialist

Unlock Potential 360; Guthrie (OK); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Job summary

Unlock Potential 360 in Guthrie, OK is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. You will guide them through a step-by-step pathway and maintain ongoing client communication.

Requirements include strong communication, ability to work independently, willingness to obtain a state insurance license (assistance provided), and a coachable mindset. Training and coaching provided.

Qualifications

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

Responsibilities

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

Job description

Unlock Potential 360 in Guthrie, OK is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. You will guide them through a step-by-step pathway and maintain ongoing client communication.

Requirements include strong communication, ability to work independently, willingness to obtain a state insurance license (assistance provided), and a coachable mindset. Training and coaching provided.