Remote Life & Financial Protection Specialist

Unlock Potential 360 in Charleston, United States is seeking a remote Client Account Specialist to help clients explore life and financial protection options. You will guide them through a step-by-step pathway, answering questions and presenting protection choices. The role emphasizes building long-term client relationships and ongoing communication. The position offers training, access to client-management tools, warm leads, and ongoing coaching to support success in a remote work setup.