Remote Client Account Advisor - Life & Protection

Unlock Potential 360; Massachusetts; Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to help clients explore life and financial protection options. You will guide them through a step-by-step process, answer questions, and nurture ongoing relationships from inquiry to close.

Ideal candidates are strong communicators, comfortable working independently with support, and are motivated by coaching and licensing opportunities, including state insurance licensure with provided assistance.

Qualifications

• Strong communication and interpersonal skills.
• Ability to work independently, with support.
• Willingness to obtain a state insurance license (licensing support 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

Strong communication

Interpersonal skills

Independent work

Coachable

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist to help clients explore life and financial protection options. You will guide them through a step-by-step process, answer questions, and nurture ongoing relationships from inquiry to close.

Ideal candidates are strong communicators, comfortable working independently with support, and are motivated by coaching and licensing opportunities, including state insurance licensure with provided assistance.