Remote Life and Protection Client Advisor

Unlock Potential 360; Gray (ME); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 in Gray, ME is hiring a remote Client Account Specialist to help clients explore life and financial protection options. You will guide them through a step-by-step process and build lasting relationships.

This role offers training, access to client management tools, warm leads, and ongoing coaching. Compensation is commission-based and rewards results; licensed agents eligible for advancement.

Qualifications

• Strong communication and interpersonal skills are essential.
• Ability to work independently with minimal supervision.
• Willingness to obtain a state insurance license (assistance provided).
• Hungry, coachable, and results-driven.

Responsibilities

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

Skills

Strong communication

Interpersonal skills

Independent work

Licensed (state requirement)

Job description

Unlock Potential 360 in Gray, ME is hiring a remote Client Account Specialist to help clients explore life and financial protection options. You will guide them through a step-by-step process and build lasting relationships.

This role offers training, access to client management tools, warm leads, and ongoing coaching. Compensation is commission-based and rewards results; licensed agents eligible for advancement.