Remote Life & Financial Protection Advisor

Unlock Potential 360; Everett (WA); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Coaching and support

Job summary

Unlock Potential 360 in Everett, WA offers a remote Client Account Specialist role focused on guiding clients seeking information about life and financial protection coverage. You will reach out, assess needs, present options, and support clients through the process.

The position emphasizes ongoing client communication, relationship-building, and working with warm leads. Training is provided, along with access to client management tools and coaching.

Qualifications

• Strong communication and interpersonal skills are essential.
• Ability to work independently, with support.
• Willingness to obtain a state insurance license (assistance provided).
• Hungry and coachable, eager to learn and grow.

Responsibilities

• Reach out to clients who have requested information about coverage.
• Review needs and present available protection options.
• Assist clients through the process from information to decision.
• Maintain follow-up and ongoing client communication.

Skills

Strong communication

Interpersonal skills

Independent worker

Coachability

Tools

Client management tools

Job description

Unlock Potential 360 in Everett, WA offers a remote Client Account Specialist role focused on guiding clients seeking information about life and financial protection coverage. You will reach out, assess needs, present options, and support clients through the process.

The position emphasizes ongoing client communication, relationship-building, and working with warm leads. Training is provided, along with access to client management tools and coaching.