Remote Life & Financial Protection Advisor

Unlock Potential 360; Aiea (HI); Remote; USD 50,000 - 90,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage. The role focuses on guiding clients through a step-by-step pathway and maintaining ongoing communication to build lasting relationships.

Ideal candidates are motivated, coachable, and capable of working independently with provided training, tools, and warm leads. Licensure support is provided to obtain a state insurance license as needed.

Qualifications

• Excellent written and verbal communication.
• Ability to work independently while receiving support.
• Willingness to obtain a state insurance license (licensing assistance provided).
• Coachable and driven to achieve results.

Responsibilities

• Reach out to clients who requested information about coverage.
• Review needs and present protection options to clients.
• Assist clients through the enrollment process and follow up.
• Maintain ongoing client communication and build relationships for long-term service.
• Guide clients through a step-by-step pathway to coverage.

Skills

Strong communication

Interpersonal skills

Job description

Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage. The role focuses on guiding clients through a step-by-step pathway and maintaining ongoing communication to build lasting relationships.

Ideal candidates are motivated, coachable, and capable of working independently with provided training, tools, and warm leads. Licensure support is provided to obtain a state insurance license as needed.