Summary
Unlock Potential 360 is seeking a remote Client Account Specialist to guide clients through life and financial protection options. You will help clients understand their options and navigate the process via a step-by-step pathway.In this role, you will reach out to interested clients, review needs, present protection options, and maintain ongoing communication to build long-term relationships. Training and coaching are provided, with access to client management tools and warm leads.
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Job Description
Unlock Potential 360 is seeking a remote Client Account Specialist to guide clients through life and financial protection options. You will help clients understand their options and navigate the process via a step-by-step pathway.In this role, you will reach out to interested clients, review needs, present protection options, and maintain ongoing communication to build long-term relationships. Training and coaching are provided, with access to client management tools and warm leads.
#J-18808-Ljbffr
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