U
Unlock Potential 360
U
Unlock Potential 360
Posted 2 months ago
Full Time
Paradise Valley, Arizona
Fully Remote
Smart Summary
Responsibilities
The role involves reaching out to clients to review their life and financial protection needs and presenting suitable options. You will guide clients through the process, maintain ongoing communication, and build long-term relationships.
Qualifications
This remote Client Account Specialist role requires strong communication and interpersonal skills to assist clients with life and financial protection coverage. The ideal candidate will be self-motivated, coachable, and willing to obtain a state insurance license, with a focus on building client relationships and driving sales.
Job Description
Description :
We are hiring a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage.
We are in a multi-trillion dollar industry because people need our help.
This role focuses on helping clients understand their options and guiding them through the process using a step-by-step pathway.
What You’ll Do
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
What We Provide
Effective training program
Access to client management tools
Access to warm leads (no cold calling required)
Ongoing coaching
Compensation
Compensation is earned through client sales. Average earnings vary based on activity level, consistency, and results. Benefits Available.
Requirements
Strong communication and interpersonal skills
Ability to work independently, with support
Willingness to obtain a state insurance license (assistance provided)
Hungry and coachable
Who This Role Is Best For
Individuals that are ready for a change
Those excited being paid, promoted, recognized for their results
Candidates who value challenge and support
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