Remote Client Account & Protection Specialist

Unlock Potential 360; Pennsylvania; Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads (no cold calling)

Job summary

Unlock Potential 360 is seeking a Remote Client Account Specialist to assist clients exploring life and financial protection options. You will guide clients through a step-by-step process, review needs, and present suitable protection choices.

The role emphasizes building long-term client relationships with ongoing coaching and access to warm leads; training and licensing assistance are provided.

Qualifications

• Must have strong communication and interpersonal skills.
• Ability to work independently, with support.
• Willingness to obtain a state insurance license (assistance provided).

Responsibilities

• Reach out to clients who have requested information about coverage.
• Review needs and present available protection options.
• Assist clients through the process.

Skills

Strong communication

Interpersonal skills

Independent work

Coachable

Education

State insurance license (required)

Job description

Unlock Potential 360 is seeking a Remote Client Account Specialist to assist clients exploring life and financial protection options. You will guide clients through a step-by-step process, review needs, and present suitable protection choices.

The role emphasizes building long-term client relationships with ongoing coaching and access to warm leads; training and licensing assistance are provided.