Remote Client Life & Protection Advisor

Unlock Potential 360; Keyser (WV); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads (no cold calling)

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to help clients exploring life and financial protection options. You will guide them through a step-by-step pathway and maintain ongoing communication to build lasting relationships.

The position offers access to training, client management tools, and coaching, with compensation based on client sales and licensing support provided by the company.

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 requested information about coverage.
• Review needs and present protection options.
• Assist clients through the process.
• Maintain follow-up and ongoing client communication.
• Build client-for-life relationships.

Skills

Communication

Interpersonal skills

Independent work

Coachable

Education

State insurance license

Tools

Client management tools

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist to help clients exploring life and financial protection options. You will guide them through a step-by-step pathway and maintain ongoing communication to build lasting relationships.

The position offers access to training, client management tools, and coaching, with compensation based on client sales and licensing support provided by the company.