Remote Client Advocate - Life and Financial Protection

Unlock Potential 360; El Reno (OK); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is hiring a remote Client Account Specialist to help clients explore life and financial protection options, guiding them through a step-by-step pathway and building relationships with those who requested information.

You will engage with inquiries, review needs, present protection options, and maintain ongoing client communication. The role includes an effective training program, access to client management tools and warm leads, with coaching and 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

Interpersonal skills

Self-motivation

Job description

Unlock Potential 360 is hiring a remote Client Account Specialist to help clients explore life and financial protection options, guiding them through a step-by-step pathway and building relationships with those who requested information.

You will engage with inquiries, review needs, present protection options, and maintain ongoing client communication. The role includes an effective training program, access to client management tools and warm leads, with coaching and benefits available.