Remote Client Advisor – Life & Financial Protection

Zohorecruit; Evansville (IN); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads (no cold calling)

Job summary

Unlock Potential 360 is hiring a remote Client Account Specialist to guide clients through life and financial protection options. You will reach out to interested clients, review needs, and present suitable protection solutions while maintaining ongoing communication and building lasting relationships.

The role emphasizes independence with supportive training, access to client management tools, and coaching, with licensing assistance provided.

Qualifications

• Strong communication and interpersonal skills.
• Ability to work independently, with support.
• Willingness to obtain a state insurance license (licensing 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.
• Maintain follow-up and ongoing client communication.
• Build client-for-life relationships.

Skills

Strong communication

Interpersonal skills

Independent work

Willingness to obtain license

Coachable

Tools

CRM software

Job description

Unlock Potential 360 is hiring a remote Client Account Specialist to guide clients through life and financial protection options. You will reach out to interested clients, review needs, and present suitable protection solutions while maintaining ongoing communication and building lasting relationships.

The role emphasizes independence with supportive training, access to client management tools, and coaching, with licensing assistance provided.