Remote Client Success & Protection Advisor

Unlock Potential 360; Tiverton (RI); Remote; USD 50,000 - 90,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Ongoing coaching

Job summary

Unlock Potential 360 in Tiverton, RI, is hiring a remote Client Account Specialist to guide clients through life and financial protection options. You’ll reach out to individuals who requested information, review needs, and present suitable protection plans while supporting them through enrollment.

This role emphasizes building lasting client relationships with ongoing coaching and access to warm leads. The position offers comprehensive training, access to client management tools, and coaching

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

Strong communication

Interpersonal skills

Independent work

Coachable

Tools

Client management tools

Job description

Unlock Potential 360 in Tiverton, RI, is hiring a remote Client Account Specialist to guide clients through life and financial protection options. You’ll reach out to individuals who requested information, review needs, and present suitable protection plans while supporting them through enrollment.

This role emphasizes building lasting client relationships with ongoing coaching and access to warm leads. The position offers comprehensive training, access to client management tools, and coaching