More jobs:
Remote Life & Protection Client Advisor
Remote / Online - Candidates ideally in
New York, USA
Listed on 2026-08-11
New York, USA
Listing for:
Unlock Potential 360
Remote/Work from Home
position Listed on 2026-08-11
Job specializations:
-
Finance & Banking
Insurance Sales -
Sales
Insurance Sales
Job Description & How to Apply Below
Unlock Potential 360 in Newburgh, New York, is seeking a remote Client Account Specialist to help clients explore life and financial protection options. You will guide them through a step-by-step process, ensuring clear communication and successful outcomes.
You will present protection options, assist with the application steps, and maintain ongoing client relationships while working remotely with support and coaching from the team.
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