Remote Life & Financial Protection Advisor

Unlock Potential 360; Clarinda (IA); Remote; USD 40,000 - 80,000; 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 options. You will guide them through a step-by-step pathway to help them understand their choices.

In this role you’ll reach out to interested clients, review needs, present protection options, and maintain ongoing communication to build long-term relationships while working independently with coaching and tools.

Qualifications

• Strong communication and interpersonal skills.
• Ability to work independently, with support.
• Willingness to obtain a state insurance license (assistance provided).
• Hungry and coachable.

Responsibilities

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

Skills

Strong communication

Interpersonal skills

Independent work

Willingness to obtain license

Hungry and coachable

Tools

Client management tools

Job description

Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients seeking information about life and financial protection options. You will guide them through a step-by-step pathway to help them understand their choices.

In this role you’ll reach out to interested clients, review needs, present protection options, and maintain ongoing communication to build long-term relationships while working independently with coaching and tools.