Remote Client Account Advisor - Life & Financial Protection

Unlock Potential 360; Cannon Beach (OR); Remote; USD 36,000 - 60,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Ongoing coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to help clients explore life and financial protection options. Based remotely in the United States, you will guide clients through a step-by-step pathway, answering questions and coordinating next steps.

The role emphasizes relationship-building and ongoing client communication. The position provides training, access to client management tools, warm leads (no cold calling), and ongoing coaching to support success in a

Qualifications

• Strong communication and interpersonal skills.
• Ability to work independently, with support.
• Willingness to obtain a state insurance license (assistance provided)
• Hungry and coachable

Responsibilities

• Reach out to clients who have requested information about coverage
• Review needs and present available protection options
• Assist clients through the process
• Maintain follow-up and ongoing client communication
• Build client-for-life relationships

Skills

Communication skills

Independent work

Insurance license readiness

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist to help clients explore life and financial protection options. Based remotely in the United States, you will guide clients through a step-by-step pathway, answering questions and coordinating next steps.

The role emphasizes relationship-building and ongoing client communication. The position provides training, access to client management tools, warm leads (no cold calling), and ongoing coaching to support success in a