Remote Life & Protection Client Account Specialist

Unlock Potential 360; West Greenwich (RI); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Ongoing coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to support clients seeking information about life and financial protection options. You will guide them through a step-by-step pathway and help convert interest into action.

In this role, you’ll contact warm leads, review needs, present suitable protection solutions, and maintain ongoing client communication to build lasting relationships. Training and support are provided.

Responsibilities

• 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

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist to support clients seeking information about life and financial protection options. You will guide them through a step-by-step pathway and help convert interest into action.

In this role, you’ll contact warm leads, review needs, present suitable protection solutions, and maintain ongoing client communication to build lasting relationships. Training and support are provided.