Remote Client Account Specialist Life & Protection Guidance

Unlock Potential 360; North Liberty (IA); Remote; USD 40,000 - 75,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Job summary

Unlock Potential 360 is hiring a remote Client Account Specialist to help clients understand life and financial protection options. You will guide clients through a step-by-step process and maintain ongoing communication to build lasting relationships.

The role emphasizes independent work with strong coaching support, training, and access to warm leads, with compensation based on client sales and opportunities for advancement.

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

Strong communication

Interpersonal skills

Independent work

Willingness to obtain license

Coachable

Job description

Unlock Potential 360 is hiring a remote Client Account Specialist to help clients understand life and financial protection options. You will guide clients through a step-by-step process and maintain ongoing communication to build lasting relationships.

The role emphasizes independent work with strong coaching support, training, and access to warm leads, with compensation based on client sales and opportunities for advancement.