Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. This role focuses on guiding clients through a step-by-step pathway and building lasting relationships.
Responsibilities include contacting clients, presenting options, and maintaining ongoing communication. Training and access to tools will be provided; state licensing assistance is available.
#J-18808-LjbffrPrivate Client Advisor in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.