Remote Client Advisor Life & Financial Protection

Unlock Potential 360; Scottsburg (IN); Remote; USD 40,000 - 90,000; Full time

Benefits offered by this job

Training program

Client management tools access

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 in Scottsburg, Indiana, is seeking a remote Client Account Specialist to help clients who request information about life and financial protection coverage, guiding them through a clear, step-by-step pathway.

You will reach out to interested clients, review needs, present protection options, assist through the process, and maintain ongoing communication to build lifelong relationships, with training and coaching provided.

Qualifications

• Excellent communication skills and empathy for clients.
• Ability to work independently with minimal supervision.
• Willingness to obtain a state insurance license with provided support.

Responsibilities

• Reach out to clients who requested information about coverage.
• Review client needs and present protection options.
• Assist clients through the enrollment process.
• Maintain follow-up and ongoing client communication.
• Build long-term client relationships.

Skills

Strong communication

Interpersonal skills

Independent worker

Coachable

Job description

Unlock Potential 360 in Scottsburg, Indiana, is seeking a remote Client Account Specialist to help clients who request information about life and financial protection coverage, guiding them through a clear, step-by-step pathway.

You will reach out to interested clients, review needs, present protection options, assist through the process, and maintain ongoing communication to build lifelong relationships, with training and coaching provided.