Client Account Specialist - RemoteUnlock Potential 360 • Lacey, Washington, United States
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Client Account Specialist - Remote
Unlock Potential 360
- Lacey, Washington, United States
- Lacey, Washington, United States
About
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
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Languages
- English
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