Remote Client Account Specialist: Life & Protection

Unlock Potential 360; Oklahoma City (OK); 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 in the United States is seeking a remote Client Account Specialist to help clients explore life and financial protection options and guide them through a step-by-step process.

You’ll reach out to interested clients, review needs, present options, and support them through the enrollment journey, while maintaining ongoing communication to build client-for-life relationships. Training, warm leads, and licensing assistance are provided.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently with support.
• Willingness to obtain a state insurance license (license assistance provided).
• Motivated, coachable, and results-driven.

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

Licensing willingness

Coachable

Tools

Client management tools

Job description

Unlock Potential 360 in the United States is seeking a remote Client Account Specialist to help clients explore life and financial protection options and guide them through a step-by-step process.

You’ll reach out to interested clients, review needs, present options, and support them through the enrollment journey, while maintaining ongoing communication to build client-for-life relationships. Training, warm leads, and licensing assistance are provided.