Remote Client Protection Advisor

Unlock Potential 360; Livonia (MI); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 in Livonia, MI is hiring a remote Client Account Specialist to assist clients exploring life and financial protection options. You will guide them through a step-by-step process and respond to inquiries.

This role emphasizes building lasting relationships, following up with clients, and leveraging provided training and warm leads. Licensing support is offered to obtain a state insurance license.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently with support.
• Willingness to obtain a state insurance license (licensing support).

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 long-term client relationships.

Skills

Strong communication

Interpersonal skills

Independent work

State license willingness

Job description

Unlock Potential 360 in Livonia, MI is hiring a remote Client Account Specialist to assist clients exploring life and financial protection options. You will guide them through a step-by-step process and respond to inquiries.

This role emphasizes building lasting relationships, following up with clients, and leveraging provided training and warm leads. Licensing support is offered to obtain a state insurance license.