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Remote & Financial Protection Advisor
Remote / Online - Candidates ideally in
New York, New York County, New York, 10261, USA
Listed on 2026-08-30
New York, New York County, New York, 10261, USA
Listing for:
Unlock Potential 360
Remote/Work from Home
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Insurance Sales
Job Description & How to Apply Below
Location: New York
Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. You’ll guide them through a step-by-step pathway and help them understand their options.
You’ll reach out to qualified leads, review needs, present protection options, and manage ongoing client communication, building long-term relationships while receiving training and access to client management tools.
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