Remote Client Advocate – Life & Financial Protection

Unlock Potential 360; Philippi (WV); Remote; USD 60,000 - 90,000; Full time

Job summary

Unlock Potential 360 in the United States is seeking a remote Client Account Specialist to help clients explore life and financial protection options. You will communicate with prospective clients who request information and guide them through a simple, step-by-step process.

You’ll receive training, access to client management tools, warm leads, and ongoing coaching. Compensation is earned through client sales, with benefits available and room to grow based on results.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently with support.
• Willingness to obtain a state insurance license (assistance provided).
• Motivated 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

Independent worker

Coachable

Education

State insurance license (willingness to obtain)

Job description

Unlock Potential 360 in the United States is seeking a remote Client Account Specialist to help clients explore life and financial protection options. You will communicate with prospective clients who request information and guide them through a simple, step-by-step process.

You’ll receive training, access to client management tools, warm leads, and ongoing coaching. Compensation is earned through client sales, with benefits available and room to grow based on results.