Remote Life & Financial Protection Client Specialist

Unlock Potential 360; Espanola (NM); Remote; USD 35,000 - 55,000; 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 is hiring a remote Client Account Specialist in Espanola, NM. The role focuses on guiding clients through life and financial protection options, using a step-by-step pathway and warm leads to support sales.

You will reach out to interested clients, review needs, present options, and assist throughout the process while maintaining ongoing communication and building long-term relationships. Training and coaching are provided.

Qualifications

• Excellent communication and interpersonal abilities.
• Ability to work independently with support.
• Willingness to obtain a state insurance license (training provided).
• Motivated, coachable and target-driven.

Responsibilities

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

Skills

Strong communication

Interpersonal skills

Independent worker

Willingness to obtain license

Coachable

Job description

Unlock Potential 360 is hiring a remote Client Account Specialist in Espanola, NM. The role focuses on guiding clients through life and financial protection options, using a step-by-step pathway and warm leads to support sales.

You will reach out to interested clients, review needs, present options, and assist throughout the process while maintaining ongoing communication and building long-term relationships. Training and coaching are provided.