Remote Life and Financial Protection Advisor

Zohorecruit; Ketchum (ID); Remote; USD 35,000 - 75,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads (no cold calling)

Ongoing coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to guide clients through life and financial protection options and help them understand their coverage choices. You will nurture relationships and support clients from information request to enrollment.

This role emphasizes independence with strong coaching support, access to warm leads, and ongoing training to help you achieve results while building long-term client partnerships.

Qualifications

• Excellent communication and interpersonal abilities.
• Ability to work independently with supportive teamwork.
• Willingness to obtain a state insurance license (assistance provided).

Responsibilities

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

Skills

Communication skills

Interpersonal skills

Independence

Licensing readiness

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist to guide clients through life and financial protection options and help them understand their coverage choices. You will nurture relationships and support clients from information request to enrollment.

This role emphasizes independence with strong coaching support, access to warm leads, and ongoing training to help you achieve results while building long-term client partnerships.