Remote Client Protection Advisor

Unlock Potential 360; Woodburn (KY); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Remote work

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Ongoing coaching

Job summary

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

This role focuses on reaching out, reviewing needs, presenting protection options, and maintaining ongoing client communication, with access to warm leads, tools, and coaching through a comprehensive training program.

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

Independent work

License willingness

Job description

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

This role focuses on reaching out, reviewing needs, presenting protection options, and maintaining ongoing client communication, with access to warm leads, tools, and coaching through a comprehensive training program.