Client Account Specialist - Remote
Not Disclosed•Full-TimeRemote
location_on36293, Windmill Run, Windmill, Sussex County, Delaware, 19970, 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. Operating in a multi-trillion dollar industry, our mission is driven by the fundamental need to help people secure their futures.
This role focuses on helping clients understand their options and guiding them through the process using a step-by-step pathway. You will reach out to clients who have requested information, review their needs, and present available protection options. The position requires maintaining follow-up and ongoing client communication to build client-for-life relationships.
Who This Role Is Best For
This opportunity is ideal for individuals ready for a change who are excited about being paid, promoted, and recognized for their results. We are looking for candidates who value both challenge and support, possess strong communication and interpersonal skills, and are willing to work independently while remaining coachable.
What We Provide
To ensure your success, we offer an effective training program, access to client management tools, and ongoing coaching. Unlike traditional sales roles, you will have access to warm leads, meaning no cold calling is required.
Hiring Process
Candidates who are hungry and coachable are encouraged to apply. Assistance is provided to obtain the necessary state insurance license.
Work location
Work model: Remote
36293, Windmill Run, Windmill, Sussex County, Delaware, 19970, United States
Delaware
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
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Frequently asked questions about Client Account Specialist - Remote at Bulletproof 360
What does a Client Account Specialist - Remote at Bulletproof 360 do?expand_more
Day-to-day, the Client Account Specialist - Remote at Bulletproof 360 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
Bulletproof 360 is looking for candidates who meet the following requirements: 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 36293, Windmill Run, Windmill, Sussex County, Delaware, 19970, 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.