Remote & Financial Protection Advisor
Remote / Online - Candidates ideally in
Devils Lake, Ramsey County, North Dakota, 58301, USA
Listed on 2026-07-14
Devils Lake, Ramsey County, North Dakota, 58301, USA
Listing for:
Unlock Potential 360
Remote/Work from Home
position Listed on 2026-07-14
Job specializations:
-
Sales
Remote Sales, Customer Success Mgr./ CSM, Client Relationship Manager
Job Description & How to Apply Below
Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients seeking information about life and financial protection options. You will guide clients through a step-by-step pathway, answering questions and helping them understand available coverage.
This role emphasizes building relationships and delivering a smooth client journey. Responsibilities include outreach, needs review, processing guidance, maintaining follow-up, and nurturing long-term client connections.
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