Remote Client Advocate: Life & Financial Protection

Unlock Potential 360; Skowhegan (ME); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Ongoing coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist in the United States to help clients explore life and financial protection options. You will guide them through a step-by-step process, reach out to warm leads, and maintain ongoing client relationships.

The role emphasizes coaching, training, and access to client management tools, with licensing support to obtain a state insurance license. Join a growth-focused team that rewards results and professional development.

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-motivated

Life insurance license (pending)

Tools

Client management tools

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist in the United States to help clients explore life and financial protection options. You will guide them through a step-by-step process, reach out to warm leads, and maintain ongoing client relationships.

The role emphasizes coaching, training, and access to client management tools, with licensing support to obtain a state insurance license. Join a growth-focused team that rewards results and professional development.