Remote Life & Financial Protection Specialist

Unlock Potential 360; San Antonio (TX); A distancia; USD 45.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Ongoing coaching

Descripción de la vacante

Unlock Potential 360 in the United States 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.

You’ll reach out to interested clients, review needs, present protection options, and maintain ongoing communication to build long-term client relationships.

Formación

• Excellent communication and interpersonal skills.
• Ability to work independently with some support.
• Willingness to obtain a state insurance license (training provided).
• Hungry, coachable, and results-driven.

Responsabilidades

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

Conocimientos

Communication

Interpersonal skills

Independent work

Coachable

License readiness

Descripción del empleo

Unlock Potential 360 in the United States 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.

You’ll reach out to interested clients, review needs, present protection options, and maintain ongoing communication to build long-term client relationships.