Remote Client Protection Specialist

Unlock Potential 360; Edisto Island (SC); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Effective training program

CRM access to client-management tools

Access to warm leads (no cold calling)

Ongoing coaching

Job summary

Unlock Potential 360 on Edisto Island, United States is seeking a remote Client Account Specialist to guide clients who seek information about life and financial protection coverage. You will explain options, walk clients through a step-by-step process, and help them understand next steps while building trust.

This role emphasizes strong communication, independence with support, and license pursuit with company assistance.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently with support as needed.
• Willingness to obtain a state life/financial protection license (assistance provided).
• Demonstrated coachable attitude and results-driven mindset.

Responsibilities

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

Skills

Strong communication

Interpersonal skills

Independent work

Licensing assistance

Coachable

Tools

CRM tools

Job description

Unlock Potential 360 on Edisto Island, United States is seeking a remote Client Account Specialist to guide clients who seek information about life and financial protection coverage. You will explain options, walk clients through a step-by-step process, and help them understand next steps while building trust.

This role emphasizes strong communication, independence with support, and license pursuit with company assistance.