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Remote Life & Financial Protection Client Advisor
Remote / Online - Candidates ideally in
New City, Rockland County, New York, 10956, USA
Listed on 2026-08-10
New City, Rockland County, New York, 10956, USA
Listing for:
Unlock Potential 360
Remote/Work from Home
position Listed on 2026-08-10
Job specializations:
-
Finance & Banking
Insurance Sales
Job Description & How to Apply Below
Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients evaluating life and financial protection options. You will guide clients through a step-by-step pathway, reaching out to those who requested information and building lasting relationships.
The role emphasizes helping clients understand their options, maintaining ongoing communication, and supporting them through the process with coaching and training.
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