Summary
Unlock Potential 360 in Carmel, NY is hiring a remote Client Account Specialist to help clients explore life and financial protection options and guide them through a step-by-step pathway.
You will reach out to interested clients, review needs, present options, and support them through enrollment, with a focus on building lasting client relationships. Training and coaching are provided, and licensing assistance is available to obtain a state insurance license.
#J-18808-LjbffrJob Description
Unlock Potential 360 in Carmel, NY is hiring a remote Client Account Specialist to help clients explore life and financial protection options and guide them through a step-by-step pathway.
You will reach out to interested clients, review needs, present options, and support them through enrollment, with a focus on building lasting client relationships. Training and coaching are provided, and licensing assistance is available to obtain a state insurance license.
#J-18808-Ljbffr
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