Remote Client Protection Advisor – Life & Coverage

Unlock Potential 360; Corydon (KY); Remote; USD 40,000 - 90,000; 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 in Corydon, Kentucky, is seeking a remote Client Account Specialist to help clients explore life and financial protection options. The role emphasizes guiding clients through a step-by-step process and building lasting relationships.

You will reach out to interested clients, review their needs, present options, and assist them through enrollment, with ongoing coaching and support to ensure a positive experience.

Qualifications

• Strong communication and interpersonal skills are required.
• Ability to work independently with support as needed.
• Willingness to obtain a state insurance license with assistance provided.

Responsibilities

• Reach out to clients who requested information about coverage.
• Review needs and present protection options to clients.
• Assist clients through the enrollment process and follow up.
• Maintain ongoing client communication and relationships.
• Build client-for-life relationships through thoughtful service.

Skills

Communication

Interpersonal skills

Independent work

Licensing willingness

Job description

Unlock Potential 360 in Corydon, Kentucky, is seeking a remote Client Account Specialist to help clients explore life and financial protection options. The role emphasizes guiding clients through a step-by-step process and building lasting relationships.

You will reach out to interested clients, review their needs, present options, and assist them through enrollment, with ongoing coaching and support to ensure a positive experience.