Remote Life & Financial Protection Advisor

Unlock Potential 360; Glenpool (OK); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Training program

Client tools

Warm leads

Coaching

Job summary

Unlock Potential 360 in Glenpool, OK is seeking a remote Client Account Specialist to help clients understand life and financial protection options and guide them through a step-by-step process.

You will reach out to information requests, review needs, present options, maintain ongoing communication, and build long-term client relationships while receiving structured training and access to warm leads.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently with support.
• Willingness to obtain a state insurance license (assistance provided).

Responsibilities

• Reach out to clients who have requested information about coverage.
• Review needs and present available protection options.
• Assist clients through the process and guidance steps.
• Maintain follow-up and ongoing client communication.
• Build long-term client relationships.

Skills

Strong communication

Self-motivated

Licensing readiness

Job description

Unlock Potential 360 in Glenpool, OK is seeking a remote Client Account Specialist to help clients understand life and financial protection options and guide them through a step-by-step process.

You will reach out to information requests, review needs, present options, maintain ongoing communication, and build long-term client relationships while receiving structured training and access to warm leads.