Remote Client Protection Specialist

Unlock Potential 360; Forest Grove (OR); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Training program

CRM tools

Warm leads

Coaching program

Job summary

Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients seeking information about life and financial protection options. You will guide them through a step-by-step pathway and help them understand available coverage.

This role emphasizes building lasting client relationships, following up, and using client management tools. Training is provided and licensing support is available.

Compensation is earned through client sales, with earnings varying by activity and results.

Qualifications

• Strong communication and interpersonal skills essential.
• Ability to work independently with support available.
• Willingness to obtain a state insurance license with assistance.
• Hungry, coachable and results-driven.

Responsibilities

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

Skills

Strong communication

Interpersonal skills

Independent work

License prep

Coachable

Job description

Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients seeking information about life and financial protection options. You will guide them through a step-by-step pathway and help them understand available coverage.

This role emphasizes building lasting client relationships, following up, and using client management tools. Training is provided and licensing support is available.

Compensation is earned through client sales, with earnings varying by activity and results.