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The Client Account Specialist will reach out to clients to review their financial protection needs and present suitable coverage options. They are responsible for guiding clients through the process, maintaining ongoing communication, and building long-term relationships.
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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