Client Account Specialist - Remote at Unlock Potential 360 | City of Watertown, NY, US | Rezi

Client Account Specialist - Remote at Unlock Potential 360

Client Account Specialist - Remote

Unlock Potential 360 · City of Watertown, NY, US

3 weeks ago

Client Account Specialist - Remote

Unlock Potential 360 · City of Watertown, NY, US

24 days ago
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About the Role

Assist clients who have requested information about life and financial protection coverage. This role focuses on helping clients understand their options and guiding them through the process using a step-by-step pathway.

Responsibilities

  • 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

Requirements

  • Strong communication and interpersonal skills
  • Ability to work independently, with support
  • Willingness to obtain a state insurance license (assistance provided)
  • Hungry and coachable
  • Ready for a change
  • Excited being paid, promoted, recognized for their results
  • Value challenge and support

Skills

  • Communication
  • Interpersonal skills

Location

  • Remote

Work Type

  • Remote
  • Full-time

Salary/Compensations

  • Compensation is earned through client sales. Average earnings vary based on activity level, consistency, and results.

Benefits

  • Effective training program
  • Access to client management tools
  • Access to warm leads (no cold calling required)
  • Ongoing coaching
  • Benefits Available

About the Company

  • We are in a multi-trillion dollar industry because people need our help.