Client Account Specialist - Remote
Not Disclosed•Full-TimeRemote
location_on20, Bayside Drive, Fenwick Island, Sussex County, Delaware, 19944, 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
You will be part of a team dedicated to building client-for-life relationships. The position is designed for individuals who are ready for a change and those excited to be paid, promoted, and recognized for their results. We value candidates who embrace challenge while appreciating the support provided to succeed.
What We Provide
To ensure your success, we offer an effective training program, access to client management tools, and ongoing coaching. 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
20, Bayside Drive, Fenwick Island, Sussex County, Delaware, 19944, United States
Fenwick Island, 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 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 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
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 coverage 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 20, Bayside Drive, Fenwick Island, Sussex County, Delaware, 19944, 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.