Remote Client Account & Protection Advisor

Unlock Potential 360; Newport (RI); Remote; USD 40,000 - 70,000; 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 in Newport, RI is seeking a remote Client Account Specialist to guide clients who request information about life and financial protection coverage. You will help them understand options and walk them through a step-by-step process, building relationships that last.

This role emphasizes clear communication, independent work with support, and licensing assistance to obtain a state insurance license.

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

Interpersonal skills

Job description

Unlock Potential 360 in Newport, RI is seeking a remote Client Account Specialist to guide clients who request information about life and financial protection coverage. You will help them understand options and walk them through a step-by-step process, building relationships that last.

This role emphasizes clear communication, independent work with support, and licensing assistance to obtain a state insurance license.