Remote Client Protection Advisor, Lacey

Unlock Potential 360 is seeking a remote Client Account Specialist in Lacey, United States.
You will assist clients who have requested information about life and financial protection coverage, guiding them through their options with a step-by-step approach.
Key responsibilities include reaching out to clients, reviewing their needs, maintaining follow-up communication, and building lasting client relationships.
Ideal candidates will have experience in client communication and a strong understanding of financial protection options, with access to effective training and ongoing coaching provided.
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