Accounting & Finance

Client Account Specialist - Remote

Unlock Potential 360 · Lahaina, HI

$65k – $110k/yrPosted 1d agoAccounting & Finance

Position summary

We are hiring a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. We are 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. What You’ll Do Reach out to clients who have requested information about coverage Review needs and present available protection options Assist clients th…

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