Remote Client Protection Specialist - Life Coverage

Unlock Potential 360; Fishers (IN); Remote; USD 35,000 - 75,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage. This role focuses on guiding clients through a step-by-step pathway, helping them understand options and build a lasting relationship.

The position emphasizes coaching, training, and access to client management tools, with compensation earned through client sales and benefits available. A licensed state is encouraged with provided assistance.

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

Communication skills

Independent work

Coachability

Willing to obtain license

Job description

Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage. This role focuses on guiding clients through a step-by-step pathway, helping them understand options and build a lasting relationship.

The position emphasizes coaching, training, and access to client management tools, with compensation earned through client sales and benefits available. A licensed state is encouraged with provided assistance.