Remote Client Protection Advisor

Unlock Potential 360; Cedar City (UT); Remote; USD 35,000 - 60,000; 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 assist clients seeking information about life and financial protection coverage. You will guide clients through a step-by-step pathway, review needs, and present options while building lasting relationships.

The role emphasizes independence with support, ongoing coaching, and access to warm leads. Training is provided, and involvement in license acquisition is supported.

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

Communication skills

Tools

Client management tools

Job description

Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage. You will guide clients through a step-by-step pathway, review needs, and present options while building lasting relationships.

The role emphasizes independence with support, ongoing coaching, and access to warm leads. Training is provided, and involvement in license acquisition is supported.