Remote Client Account & ProtectionAdvisor

Unlock Potential 360; Anamosa (IA); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Training program

Client tools access

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist in Anamosa, IA area to guide clients through life and financial protection options. You will help clients understand their choices and navigate a step-by-step pathway, using warm leads and ongoing coaching to support success.

The role emphasizes relationship-building, independent work with support, and the opportunity to obtain a state insurance license with provided assistance.

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 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

Independent work

Licensing prep

Coachable

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist in Anamosa, IA area to guide clients through life and financial protection options. You will help clients understand their choices and navigate a step-by-step pathway, using warm leads and ongoing coaching to support success.

The role emphasizes relationship-building, independent work with support, and the opportunity to obtain a state insurance license with provided assistance.