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Contact and advise clients who requested information about life and financial protection, present coverage options, guide them through purchase steps, maintain follow-up and long-term relationships, and use provided tools and coaching to convert warm leads into sales.

Remote, client-facing role contacting prospects who requested coverage information, reviewing needs, presenting protection options, guiding purchase process, maintaining follow-up, and building long-term client relationships.

Contact prospective clients who requested insurance information, assess needs, present coverage options, guide clients through purchase process, maintain follow-up and client communication, and build long-term client relationships.

Remote Client Account Specialist contacts prospective clients, assesses needs, presents life and financial protection options, guides clients through purchase steps, maintains follow-up, and builds long-term client relationships.

Remote Client Account Specialist contacts clients who requested information about life and financial protection, reviews needs, presents options, assists through the process, maintains follow-up, and builds long-term client relationships.

Contact clients who requested information, assess coverage needs, present and explain protection options, assist through the purchase process, maintain follow-up communication, build long-term client relationships, and use provided CRM and training/coaching resources.

Contact and advise prospective clients on insurance coverage options, present solutions, assist through the purchase process, maintain follow-up and client communication, and build long-term client relationships using provided training, leads, and coaching.

Remote client-facing role selling insurance to individuals and families: contact inbound leads, review needs, present coverage options, guide clients through purchase, maintain follow-up, and build long-term relationships.

Remote Client Account Specialist contacts clients who requested information about life and financial protection, reviews needs, presents options, guides clients through purchase process, maintains follow-up and ongoing communication, and builds long-term client relationships.

Remote, client-facing role contacting prospective clients, reviewing needs, presenting insurance protection options, guiding clients through purchase, maintaining follow-up, and building long-term relationships with ongoing coaching and provided leads/tools.