Remote Client Advocate Financial Protection
Charles Town, Jefferson County, West Virginia, 25414, USA
Listed on 2026-10-17
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Finance & Banking
Insurance Sales, Financial Sales
Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. The role focuses on helping clients understand their options and guiding them through a step-by-step pathway.
You will reach out to clients, review needs, present options, and assist through the process, while maintaining follow-up and building lifelong client relationships.
We would love to welcome a new Remote Client Advocate – Life & Financial Protection to our organisation in Charles Town, WV, United States.
This role offers the option to work remotely.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Remote Client Advocate – Life & Financial Protection role in the description above.
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