Remote Client Account & Protection Advisor

Unlock Potential 360; Zuni Pueblo (NM); Remote; USD 40,000 - 80,000; 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 in the United States to assist clients seeking information about life and financial protection coverage. You will guide prospects through a step-by-step pathway, helping them understand their options and move them through the process.

The role offers effective training, access to client management tools, warm leads, and ongoing coaching. Compensation is earned through client sales and benefits are available, with earnings varying

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently with support.
• Willingness to obtain a state insurance license (training provided).
• Hungry, coachable and ready for change.

Responsibilities

• Reach out to clients who requested information about coverage
• Review needs and present 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

Insurance license

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist in the United States to assist clients seeking information about life and financial protection coverage. You will guide prospects through a step-by-step pathway, helping them understand their options and move them through the process.

The role offers effective training, access to client management tools, warm leads, and ongoing coaching. Compensation is earned through client sales and benefits are available, with earnings varying