Remote Client Protection Advisor

Unlock Potential 360; Lubec (ME); Remote; USD 45,000 - 70,000; Full time

Benefits offered by this job

Training program

CRM tools access

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients exploring life and financial protection options. You will guide clients through a step-by-step process, reach out to those who requested information, review needs, present protection options, and maintain ongoing communication to build lasting client relationships.

The role emphasizes independence with support, rapid coaching, and access to warm leads and client-management tools.

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

Job description

Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients exploring life and financial protection options. You will guide clients through a step-by-step process, reach out to those who requested information, review needs, present protection options, and maintain ongoing communication to build lasting client relationships.

The role emphasizes independence with support, rapid coaching, and access to warm leads and client-management tools.