Remote Life & Financial Protection Advisor

Unlock Potential 360; Evansville (IN); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Remote work

Training program

Warm leads

Coaching

Job summary

Unlock Potential 360 in Evansville, Indiana, is seeking a remote Client Account Specialist to assist clients who request information about life and financial protection coverage. You will guide them through options with a clear, step-by-step pathway.

Responsibilities include reaching out to interested clients, reviewing needs, presenting protection options, and maintaining ongoing communication to build client-for-life relationships.

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 worker

State insurance license (needed)

Coachability

Tools

CRM software

Job description

Unlock Potential 360 in Evansville, Indiana, is seeking a remote Client Account Specialist to assist clients who request information about life and financial protection coverage. You will guide them through options with a clear, step-by-step pathway.

Responsibilities include reaching out to interested clients, reviewing needs, presenting protection options, and maintaining ongoing communication to build client-for-life relationships.