Unknown Company

Remote Life & Financial Coverage Advisor

old bridge, nj • Posted 5 days ago
Remote Full Time Sales

Unlock Potential 360 in Old Bridge, NJ is seeking a remote Client Account Specialist to help clients explore life and financial protection options, guiding them through a step-by-step process.

The role emphasizes building long-term client relationships, following up, and leveraging provided leads and training to support prospects.

Ideal candidates communicate clearly, work independently with support, and are motivated to obtain the required state insurance license with company assistance.

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