Remote Life & Financial Protection Advisor

Unlock Potential 360; Enterprise (AL); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to 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 coverage. You will guide clients through a step-by-step pathway, review needs, and present suitable protection options.

This role focuses on helping clients understand their choices, supporting enrollment, and maintaining ongoing communication to build lasting relationships. Training, coaching, and access to warm leads are provided.

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

Skills

Communication

Interpersonal skills

Independent worker

Coachable

Licensing support

Job description

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

This role focuses on helping clients understand their choices, supporting enrollment, and maintaining ongoing communication to build lasting relationships. Training, coaching, and access to warm leads are provided.