Remote Life & Financial Protection Advisor

Unlock Potential 360; Adak (AK); Remote; USD 40,000 - 75,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads

Ongoing coaching

Job summary

Unlock Potential 360 in the United States is seeking a remote Client Account Specialist to guide clients through life and financial protection options. You will engage warm leads, review needs, and help clients move through the information-to-close process from home.

The role emphasizes independence with coaching support, ongoing communication, and building long-term client relationships. A state insurance license may be pursued with company assistance.

Qualifications

• Must have strong communications and interpersonal skills.
• Ability to work independently with support.
• Willingness to obtain a state insurance license (license assistance provided).
• Coachable and eager to learn.

Responsibilities

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

Skills

Strong communications

Interpersonal skills

Independent work

Willingness to obtain license

Tools

Client management tools

Job description

Unlock Potential 360 in the United States is seeking a remote Client Account Specialist to guide clients through life and financial protection options. You will engage warm leads, review needs, and help clients move through the information-to-close process from home.

The role emphasizes independence with coaching support, ongoing communication, and building long-term client relationships. A state insurance license may be pursued with company assistance.