Remote Life & Financial Protection Advisor

Unlock Potential 360; Angel Fire (NM); Remote; USD 50,000 - 80,000; 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 is seeking a remote Client Account Specialist to assist clients exploring life and financial protection options. You will guide them through a step-by-step process, review needs, and present suitable coverage choices.

The role emphasizes building lasting client relationships, ongoing communication, and coaching. Training, tools, and warm leads are provided to support success in a fast-growing, multi-trillion-dollar industry.

Qualifications

• Excellent verbal and written communication skills.
• Ability to work independently while receiving guidance.
• Willingness to obtain a state insurance license with company support.
• Motivated, coachable, and results-driven.

Responsibilities

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

Skills

Strong communication

Independent work

Willingness to obtain license

Coachable

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients exploring life and financial protection options. You will guide them through a step-by-step process, review needs, and present suitable coverage choices.

The role emphasizes building lasting client relationships, ongoing communication, and coaching. Training, tools, and warm leads are provided to support success in a fast-growing, multi-trillion-dollar industry.