Remote Client Protection Specialist

Unlock Potential 360; Acworth (GA); Remote; USD 42,000 - 65,000; Full time

Benefits offered by this job

Training program

Warm leads

Coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. You will guide prospects through a step-by-step pathway and help them understand their options.

In this role you will reach out to inquiries, review needs, present protection options, and maintain ongoing client communication to build lasting relationships. Training, coaching, and warm leads are 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 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.

Skills

Communication skills

Interpersonal skills

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. You will guide prospects through a step-by-step pathway and help them understand their options.

In this role you will reach out to inquiries, review needs, present protection options, and maintain ongoing client communication to build lasting relationships. Training, coaching, and warm leads are provided.