Remote Client Protection Specialist - Build Relationships

Unlock Potential 360; Follansbee (WV); A distancia; USD 30.000 - 60.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Training program

Client management tools

Warm leads

Descripción de la vacante

Unlock Potential 360 is seeking a Remote Client Account Specialist to guide clients in understanding life and financial protection options. The role emphasizes helping clients through a step-by-step pathway while building lasting relationships from a remote setting.

You will engage warm leads, receive coaching, and have access to client management tools to support informed decisions and smooth processes.

Formación

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

Responsabilidades

• 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.

Conocimientos

Strong communication

Interpersonal skills

Independent work ethic

Willingness to obtain state insurance-

Descripción del empleo

Unlock Potential 360 is seeking a Remote Client Account Specialist to guide clients in understanding life and financial protection options. The role emphasizes helping clients through a step-by-step pathway while building lasting relationships from a remote setting.

You will engage warm leads, receive coaching, and have access to client management tools to support informed decisions and smooth processes.