Remote Client Protection Advisor - Training & Leads

Unlock Potential 360; Shiprock (NM); Remote; USD 35,000 - 70,000; Full time

Job summary

Unlock Potential 360 is hiring a remote Client Account Specialist in the United States. This role focuses on guiding clients through life and financial protection options and helping them understand their coverage with a step-by-step pathway.

You will reach out to interested clients, assess needs, present suitable options, and manage the process from inquiry to close while maintaining ongoing client communication and relationships.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently with support.
• Willingness to obtain a state insurance license with assistance provided.

Responsibilities

• Reach out to clients who requested information about coverage.
• Review needs and present available protection options.
• Assist clients through the process and follow up.
• Maintain ongoing client communication and build long-term relationships.

Skills

Communication

Independence

Licensing

Coachable

Tools

CRM software

Job description

Unlock Potential 360 is hiring a remote Client Account Specialist in the United States. This role focuses on guiding clients through life and financial protection options and helping them understand their coverage with a step-by-step pathway.

You will reach out to interested clients, assess needs, present suitable options, and manage the process from inquiry to close while maintaining ongoing client communication and relationships.