Remote Life & Financial Protection Client Specialist

Unlock Potential 360; Chimayo (NM); Remote; USD 35,000 - 70,000; Full time

Benefits offered by this job

Remote work

Training program

Coaching and support

Job summary

Unlock Potential 360 is hiring a remote Client Account Specialist in the United States. You will reach out to clients who requested information about coverage, review needs, present options, and guide them through the process toward a decision.

The role emphasizes ongoing client communication, follow-ups, and building lasting relationships. Training is provided, with licensing support to obtain a state insurance license as needed.

Qualifications

• Excellent verbal and written communication skills.
• Ability to work independently with minimal supervision.
• 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 from information to decision.
• Maintain follow-up and ongoing client communication.
• Build client-for-life relationships.

Skills

Communication

Interpersonal skills

Independent work

Sales oriented

Job description

Unlock Potential 360 is hiring a remote Client Account Specialist in the United States. You will reach out to clients who requested information about coverage, review needs, present options, and guide them through the process toward a decision.

The role emphasizes ongoing client communication, follow-ups, and building lasting relationships. Training is provided, with licensing support to obtain a state insurance license as needed.