Accounting & Finance

Private Client Advisor

Zohorecruit

Workfromhome · Nationwide · United States

Unlock Potential 360 is hiring a remote Client Account Specialist to guide clients through life and financial protection options. You will reach out to interested clients, review needs, and present suitable protection solutions while maintaining ongoing communication and building lasting relationships.

The role emphasizes independence with supportive training, access to client management tools, and coaching, with licensing assistance provided.

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Reference: WJ-2926_4723597

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