Remote Life & Financial Protection Advisor

Unlock Potential 360; Crawfordsville (IN); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist in the United States to guide clients through life and financial protection options. You will help clients understand their choices and navigate the process, building long-term relationships while working from home.

The role emphasizes providing information, following up, and coaching clients through a step-by-step pathway with support and ongoing development.

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

Communication skills

Independent work

Licensing willingness

Coachability

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist in the United States to guide clients through life and financial protection options. You will help clients understand their choices and navigate the process, building long-term relationships while working from home.

The role emphasizes providing information, following up, and coaching clients through a step-by-step pathway with support and ongoing development.