Remote Client Protection Advisor

Unlock Potential 360; Los Alamos (NM); Remote; USD 45,000 - 70,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to guide clients through life and financial protection options. Based remotely from the Los Alamos area, you will engage with warm leads and help clients understand coverage choices, guiding them through a structured process.

The role emphasizes relationship-building and ongoing client communication, with training and coaching provided to help you succeed in a commission-based environment.

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

Strong communication

Interpersonal skills

Independent工作

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist to guide clients through life and financial protection options. Based remotely from the Los Alamos area, you will engage with warm leads and help clients understand coverage choices, guiding them through a structured process.

The role emphasizes relationship-building and ongoing client communication, with training and coaching provided to help you succeed in a commission-based environment.