Remote Client Advisor - Life & Financial Protection

Unlock Potential 360; Raton (NM); Remote; USD 30,000 - 60,000; Full time

Job summary

Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. This role emphasizes guiding clients through a step-by-step pathway, understanding options, and building lasting relationships.

You will work independently with support, participate in a robust training program, and have access to warm leads and client management tools.

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

Independent worker

Willing to obtain license

Coachable

Job description

Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. This role emphasizes guiding clients through a step-by-step pathway, understanding options, and building lasting relationships.

You will work independently with support, participate in a robust training program, and have access to warm leads and client management tools.