Remote Life & Protection Solutions Specialist

Unlock Potential 360; Albuquerque (NM); À distance; USD 42 000 - 68 000; Plein temps

Avantages offerts par ce poste

Effective training program

Access to client management tools

Access to warm leads

Résumé du poste

Unlock Potential 360 is hiring a remote Client Account Specialist. The role focuses on guiding clients through life and financial protection options and maintaining strong relationships with ongoing communication.

Training, access to client management tools, and warm leads are provided to support success. Ideal candidates demonstrate strong communication, independence, and a willingness to obtain a state insurance license with assistance offered.

Qualifications

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

Responsabilités

• 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.

Connaissances

Communication skills

Interpersonal skills

Independent work

Insurance license readiness

Description du poste

Unlock Potential 360 is hiring a remote Client Account Specialist. The role focuses on guiding clients through life and financial protection options and maintaining strong relationships with ongoing communication.

Training, access to client management tools, and warm leads are provided to support success. Ideal candidates demonstrate strong communication, independence, and a willingness to obtain a state insurance license with assistance offered.