Licensed Client Account Manager

Job Summary

Seeking a motivated Licensed Client Account Manager, this full-time remote position will focus on nurturing relationships with existing clients and past prospects, managing calls, conducting policy reviews, and driving new business opportunities.

Key responsibilities:

• Engage in frequent phone conversations with clients to re-establish connections and uncover new business opportunities
• Conduct policy reviews and coordinate service to ensure clients feel supported and valued
• Ask for referrals and follow up diligently to convert leads into conversations

Required qualifications:

• Minimum of 2 years in sales, account management, or client relationships, preferably in insurance or financial services
• Proven track record of meeting targets while maintaining client satisfaction
• Active life insurance license or willingness to obtain one within 60 days
• Familiarity with CRM systems, particularly HubSpot, is a plus
• Understanding of whole life insurance or Infinite Banking concepts is advantageous, but training will be provided