Remote Life & Financial Protection Advisor

Unlock Potential 360; Council Bluffs (IA); A distancia; USD 50.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Training program

Client management tools

Warm leads

Coaching

Descripción de la vacante

Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage. You will guide them through a step-by-step pathway, reviewing needs and presenting protection options.

You will reach out to clients, assist through the process, and maintain ongoing communication while building lasting client relationships. Training and coaching are provided, with access to client management tools and warm leads.

Formación

• Excellent communication and interpersonal skills.
• Ability to work independently with support.
• Willingness to obtain a state insurance license (assistance provided).
• Hungry and coachable, eager to grow in life and financial protection field.

Responsabilidades

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

Conocimientos

Strong communication

Interpersonal skills

Independent work

Coachable

Descripción del empleo

Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage. You will guide them through a step-by-step pathway, reviewing needs and presenting protection options.

You will reach out to clients, assist through the process, and maintain ongoing communication while building lasting client relationships. Training and coaching are provided, with access to client management tools and warm leads.