Remote Life & Financial Protection Advisor

Unlock Potential 360; Coweta (OK); Remote; USD 42,000 - 60,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads (no cold calling)

Ongoing coaching

Job summary

Unlock Potential 360 in Coweta, OK seeks a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage. You will guide them through options using a step-by-step pathway and help them understand their choices.

The role focuses on building lasting client relationships, following up, and leveraging warm leads with ongoing coaching and access to management tools. Training and licensing support are provided to help you succeed.

Qualifications

• Strong communication and interpersonal skills required.
• Ability to work independently with support.
• Willingness to obtain a state insurance license (licensing assistance provided).
• Coachable, hungry for results and able to handle client conversations.

Responsibilities

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

Skills

Communication

Interpersonal skills

Independent worker

Willingness to obtain license

Job description

Unlock Potential 360 in Coweta, OK seeks a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage. You will guide them through options using a step-by-step pathway and help them understand their choices.

The role focuses on building lasting client relationships, following up, and leveraging warm leads with ongoing coaching and access to management tools. Training and licensing support are provided to help you succeed.