Remote Life & Financial Protection Advisor

Unlock Potential 360; East Providence (RI); Remote; USD 45,000 - 75,000; 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 to assist clients who requested information about life and financial protection coverage.

You will guide clients through a step-by-step pathway, review needs, present protection options, and maintain ongoing communication to build lasting relationships while staying compliant and professional. Training is provided, and you'll access warm leads with coaching to help you succeed.

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

Insurance license

Coachability

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients who requested information about life and financial protection coverage.

You will guide clients through a step-by-step pathway, review needs, present protection options, and maintain ongoing communication to build lasting relationships while staying compliant and professional. Training is provided, and you'll access warm leads with coaching to help you succeed.