Remote Client Protection Advisor

Unlock Potential 360; Georgia; Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Job summary

Unlock Potential 360 is seeking a Remote Client Account Specialist to assist clients who requested information about life and financial protection coverage. You will guide clients through a step-by-step pathway and help them understand their options.

Responsibilities include reaching out to interested clients, reviewing needs, presenting protection options, and maintaining ongoing communication to build lasting relationships.

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

Interpersonal skills

Independent work

Insurance license readiness

Job description

Unlock Potential 360 is seeking a Remote Client Account Specialist to assist clients who requested information about life and financial protection coverage. You will guide clients through a step-by-step pathway and help them understand their options.

Responsibilities include reaching out to interested clients, reviewing needs, presenting protection options, and maintaining ongoing communication to build lasting relationships.