Remote Life & Financial Protection Advisor

Unlock Potential 360; Eugene (OR); Remote; USD 40,000 - 80,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Ongoing coaching

Job summary

Unlock Potential 360 is seeking 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 process, review needs, present options, and maintain ongoing communication from a home-based setup.

The role emphasizes helping clients understand choices, staying coachable, and building long-term relationships while working with provided training, tools, and warm leads.

Qualifications

• Strong communication and interpersonal skills are required.
• Ability to work independently, with support available.
• Willingness to obtain a state insurance license (assistance provided).
• Hungry and coachable attitude is desired.

Responsibilities

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

Skills

Strong communication

Interpersonal skills

Independent work

Education

State insurance license

Job description

Unlock Potential 360 is seeking 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 process, review needs, present options, and maintain ongoing communication from a home-based setup.

The role emphasizes helping clients understand choices, staying coachable, and building long-term relationships while working with provided training, tools, and warm leads.