Client Account Specialist - Remote
Not Disclosed•Full-TimeRemote
location_on118, Dixon's Run Road, Ogunquit, York County, Maine, 03907, 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 to provide essential help to those who need it most.
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 interested clients, review their needs, and present available protection options. The position involves 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 and those 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 many 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
118, Dixon's Run Road, Ogunquit, York County, Maine, 03907, United States
Ogunquit, 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 coverage 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 coachingAssistance 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
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 coverage 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 118, Dixon's Run Road, Ogunquit, York County, Maine, 03907, 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.