Remote Life and Financial Protection Client Advisor

Unlock Potential 360; Eagle Mountain (UT); Remote; USD 45,000 - 90,000; Full time

Job summary

Unlock Potential 360 in Eagle Mountain, UT is seeking 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, ensuring clear understanding and confident decisions.

The role emphasizes proactive outreach, needs assessment, and ongoing client communication, with licensing support provided as needed to advance professionally.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently with support.
• Willingness to obtain a state insurance license (licensing assistance provided).
• Hungry and coachable; motivated to grow with the company.

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 lasting client relationships.

Skills

Strong communication

Interpersonal skills

Independent work

License readiness

Tools

Client management tools

Job description

Unlock Potential 360 in Eagle Mountain, UT is seeking 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, ensuring clear understanding and confident decisions.

The role emphasizes proactive outreach, needs assessment, and ongoing client communication, with licensing support provided as needed to advance professionally.