Remote & Protection Client Advocate
Milwaukee, Milwaukee County, Wisconsin, 53201, USA
Listed on 2026-10-26
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Sales
Customer Success Management, Client Relationship Management, Financial Sales, Banking & Finance -
Customer Service/HelpDesk
Customer Success Management, Client Relationship Management, Banking & Finance
Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. You will guide them through a step-by-step pathway to understand options and complete their enrollment.
The role emphasizes building lasting client relationships, working independently with support, and leveraging provided training and client-management tools to convert inquiries into lasting coverage solutions.
We have an opening for a Remote Life & Protection Client Advocate in Town of Farmington, WI, United States within Sales.
Join Unlock Potential 360 and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Remote Life & Protection Client Advocate role at Unlock Potential 360, based in Town of Farmington, WI, United States.
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