Summary
Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients exploring life and financial protection options. You will guide clients through a step-by-step process, reach out to those who requested information, review needs, present protection options, and maintain ongoing communication to build lasting client relationships.
The role emphasizes independence with support, rapid coaching, and access to warm leads and client-management tools.
#J-18808-LjbffrJob Description
Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients exploring life and financial protection options. You will guide clients through a step-by-step process, reach out to those who requested information, review needs, present protection options, and maintain ongoing communication to build lasting client relationships.
The role emphasizes independence with support, rapid coaching, and access to warm leads and client-management tools.
#J-18808-Ljbffr
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