Remote Client Advisor – Life & Protection Options

Unlock Potential 360; North Dakota; Remote; USD 42,000 - 72,000; Full time

Benefits offered by this job

Training program

CRM tools

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is hiring a remote Client Account Specialist to help clients understand life and financial protection options and guide them through a step-by-step process. This role focuses on building long-term client relationships and managing ongoing communications.

You will work with warm leads, receive training, and gain access to client management tools. Compensation is earned through sales, with benefits available.

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 skills

Interpersonal skills

Ability to work independently

Willingness to obtain state insurancel

Coachability

Job description

Unlock Potential 360 is hiring a remote Client Account Specialist to help clients understand life and financial protection options and guide them through a step-by-step process. This role focuses on building long-term client relationships and managing ongoing communications.

You will work with warm leads, receive training, and gain access to client management tools. Compensation is earned through sales, with benefits available.