Remote Client Protection Advisor

Unlock Potential 360; Creswell (OR); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Training program

CRM access

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist in Creswell, NC area to assist clients interested in life and financial protection coverage. You will guide clients through information requests and options, driving them through a step-by-step process and maintaining ongoing communication.

Training and coaching are provided, with access to client management tools and warm leads. The role emphasizes relationship-building, independence with support, and earning through client

Qualifications

• Excellent communication and interpersonal abilities.
• Ability to work autonomously while keeping supervisor informed.
• Willingness to pursue state insurance licensure with assistance provided.

Responsibilities

• Reach out to clients who requested information about coverage.
• Review client needs and present protection options.
• Assist clients through the process and guide them step-by-step.
• Maintain follow-up and ongoing client communication.
• Build lasting client relationships.

Skills

Strong communication

Interpersonal skills

Independent with support

Willingness to obtain license

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist in Creswell, NC area to assist clients interested in life and financial protection coverage. You will guide clients through information requests and options, driving them through a step-by-step process and maintaining ongoing communication.

Training and coaching are provided, with access to client management tools and warm leads. The role emphasizes relationship-building, independence with support, and earning through client