Remote Client Protection Specialist

Unlock Potential 360; Salisbury (NC); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads (no cold calling)

Job summary

Unlock Potential 360 is hiring a remote Client Account Specialist to help clients explore life and financial protection options. You will guide customers through a step-by-step pathway, answer questions, and support them from inquiry to decision, all from a remote setting.

Ideal candidates communicate effectively, work independently with support, and are willing to obtain a state insurance license with company assistance.

Qualifications

• Strong communication and interpersonal skills.
• Ability to work independently with support.
• Willingness to obtain a state insurance license; assistance provided.

Responsibilities

• Reach out to clients who have requested information about coverage.
• Review needs and present available protection options.
• Assist clients through the process; guide through the pathway.

Skills

Clear communication

Interpersonal skills

Independent work

Licensing willingness

Job description

Unlock Potential 360 is hiring a remote Client Account Specialist to help clients explore life and financial protection options. You will guide customers through a step-by-step pathway, answer questions, and support them from inquiry to decision, all from a remote setting.

Ideal candidates communicate effectively, work independently with support, and are willing to obtain a state insurance license with company assistance.