Client Account Specialist - Remote
Not Disclosed•Full-TimeRemote
location_onSouth Dupont Parkway, New Castle County, Delaware, 19734, 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 involves assisting clients through the entire process, maintaining follow-up and ongoing communication, and building 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 traditional sales roles, you will have access to warm leads, meaning no cold calling is required.
Compensation
Compensation is earned through client sales. Average earnings vary based on activity level, consistency, and results. Benefits are available for eligible team members.
Work location
Work model: Remote
South Dupont Parkway, New Castle County, Delaware, 19734, 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 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
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 South Dupont Parkway, New Castle County, Delaware, 19734, 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.