Client Account Specialist - Remote
Not Disclosed•Full-TimeRemote
location_on264, Fort Hill Road, Gorham, Cumberland County, Maine, 04038, United States
About the Role
We are hiring a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. We operate in a multi-trillion dollar industry because people need our help. This role focuses on helping clients understand their options and guiding them through the process using a step-by-step pathway.
Why This Role Exists
This position is designed for individuals who are ready for a change and those excited about being paid, promoted, and recognized for their results. It is ideal for candidates who value both challenge and support, offering a unique opportunity to build client-for-life relationships while navigating the complexities of financial protection.
The Experience
You will reach out to clients who have specifically requested information about coverage, review their needs, and present available protection options. Unlike traditional sales roles, you will have access to warm leads, meaning no cold calling is required. You will be supported by an effective training program and ongoing coaching, allowing you to work independently while maintaining strong communication with your clients.
Hiring Process
Candidates who are hungry and coachable are encouraged to apply. Assistance is provided for obtaining the necessary state insurance license.
Work location
Work model: Remote
264, Fort Hill Road, Gorham, Cumberland County, Maine, 04038, United States
Gorham, Maine
Key Responsibilities
- check_circleReach out to clients who have requested information about coverage
- check_circleReview client needs and present available protection options
- check_circleAssist clients through the life and financial protection process
- check_circleMaintain follow-up and ongoing client communication
- check_circleBuild long-term client relationships
Requirements
- verifiedWillingness to obtain a state insurance license
Benefits & Perks
check_circleEffective training programcheck_circleAccess to client management toolscheck_circleAccess to warm leads with no cold calling requiredcheck_circleOngoing coachingcheck_circleAssistance provided to obtain state insurance license
Similar Job Opportunities
Frequently asked questions about Client Account Specialist - Remote at Bulletproof 360
What does a Client Account Specialist - Remote at Bulletproof 360 do?expand_more
In this Client Account Specialist - Remote at Bulletproof 360 role, you will reach out to clients who have requested information about coverage; review client needs and present available protection options; assist clients through the life and financial protection process; and maintain follow-up and ongoing client communication.
What are the requirements for this Client Account Specialist - Remote role?expand_more
To qualify for the Client Account Specialist - Remote at Bulletproof 360 position, applicants should have: Willingness to obtain a state insurance license.
Where is the Client Account Specialist - Remote role at Bulletproof 360 located?expand_more
Client Account Specialist - Remote at Bulletproof 360 is based in 264, Fort Hill Road, Gorham, Cumberland County, Maine, 04038, United States. This is a remote role.
Is this Client Account Specialist - Remote job remote, hybrid, or on-site?expand_more
Bulletproof 360 has listed this Client Account Specialist - Remote role as remote.
How much experience is required for this Client Account Specialist - Remote role?expand_more
Candidates for Client Account Specialist - Remote at Bulletproof 360 should have mid level.
What category does the Client Account Specialist - Remote role belong to?expand_more
Client Account Specialist - Remote at Bulletproof 360 is part of the accounting & finance job category on Recrutus.