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Remote & Financial Protection Advisor
Remote / Online - Candidates ideally in
Fresno, Fresno County, California, 93650, USA
Listed on 2026-07-18
Fresno, Fresno County, California, 93650, USA
Listing for:
Unlock Potential 360
Remote/Work from Home
position Listed on 2026-07-18
Job specializations:
-
Sales
Customer Success Mgr./ CSM, Remote Sales
Job Description & How to Apply Below
Unlock Potential 360 is seeking a Client Account Specialist in San Francisco, offering remote work. You will educate clients on life and financial protection options, guiding them through the process with a step-by-step pathway. The role emphasizes client communication and relationship-building.
Key tasks include reaching out to information requests, reviewing needs, presenting options, and following up to ensure a smooth client journey. Training and coaching are provided to support success.
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