Remote Client Protection Advisor

Unlock Potential 360; Bridgton (ME); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Training program

CRM tools access

Warm leads

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to guide clients through life and financial protection options. You will help clients understand their options and navigate the process via a step-by-step pathway.

In this role, you will reach out to interested clients, review needs, present protection options, and maintain ongoing communication to build long-term relationships. Training and coaching are provided, with access to client management tools and warm leads.

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 is seeking a remote Client Account Specialist to guide clients through life and financial protection options. You will help clients understand their options and navigate the process via a step-by-step pathway.

In this role, you will reach out to interested clients, review needs, present protection options, and maintain ongoing communication to build long-term relationships. Training and coaching are provided, with access to client management tools and warm leads.