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Remote Life & Financial Protection Specialist

Unlock Potential 360 Salisbury, North Carolina, US

About the Role

A leading financial protection company is seeking a remote Client Account Specialist in Salisbury, NC. This role focuses on assisting clients who have requested information about life and financial protection coverage. Responsibilities include reaching out to clients, reviewing their needs, and providing ongoing support throughout the process. Candidates should possess strong communication skills, the ability to work independently, and a willingness to obtain a state insurance license. This position offers training and a supportive environment for growth. #J-18808-Ljbffr

Responsibilities

  • Reach out to clients
  • Review client needs
  • Provide ongoing support throughout the process

Qualifications

  • state insurance license requirement
  • excellent communication skills
  • ability to work independently

Required Skills

client outreach needs assessment support continuity insurance licensing remote work

Keywords

remote financial protection life insurance client accounts insurance licensing

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Job Overview

Date Posted 2 days ago
Location Salisbury, North Carolina, US
Job Type Full-time
Work Mode Remote
Category Finance accounting banking, Insurance, Client support

About the Company

Unlock Potential 360