Remote Life and Financial Protection Advisor

Unlock Potential 360; Forks (WA); Remote; USD 40,000 - 70,000; Full time

Job summary

Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage. You will guide them through a step-by-step pathway and build lasting client relationships from your home base in Forks, WA.

The role emphasizes using provided training, warm leads, and coaching to help clients understand options and complete the process, with performance-based earnings.

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.

Job description

Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage. You will guide them through a step-by-step pathway and build lasting client relationships from your home base in Forks, WA.

The role emphasizes using provided training, warm leads, and coaching to help clients understand options and complete the process, with performance-based earnings.