Remote Client Advocate for Life & Financial Protection

Unlock Potential 360; Orono (ME); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Job summary

Unlock Potential 360 in the United States is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. You will guide them through the options and a clear, step-by-step pathway.

The role focuses on helping clients understand their choices, maintain ongoing communication, and build lasting relationships as you support them through the process.

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

Job description

Unlock Potential 360 in the United States is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. You will guide them through the options and a clear, step-by-step pathway.

The role focuses on helping clients understand their choices, maintain ongoing communication, and build lasting relationships as you support them through the process.