Remote Client Advisor – Life & Protection

Unlock Potential 360; North Carolina; Remote; USD 40,000 - 80,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads access

Ongoing coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to guide clients through life and financial protection options. You will respond to inquiries, present protection options, and manage ongoing client relationships.

The role emphasizes independent work, strong communication, license preparation with company support, and coaching to promote results in a dynamic industry.

Qualifications

• Strong communication and interpersonal skills are required.
• Ability to work independently, with support as needed.
• Willingness to obtain a state insurance license (assistance provided).
• Hungry and coachable, with a drive to succeed.

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

Insurance license prep

Coachability

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist to guide clients through life and financial protection options. You will respond to inquiries, present protection options, and manage ongoing client relationships.

The role emphasizes independent work, strong communication, license preparation with company support, and coaching to promote results in a dynamic industry.