Remote Life & Financial Protection Advisor

Unlock Potential 360; Grand Rapids (MI); Remote; USD 45,000 - 68,000; Full time

Benefits offered by this job

Warm leads provided

Training program

Coaching

Access to client management tools

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 and help build lasting relationships.

Join a team that provides training, coaching, and access to warm leads. You’ll work independently with support, communicating clearly to understand needs and present protection options.

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

Interpersonal skills

Independent worker

Licensing readiness

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 and help build lasting relationships.

Join a team that provides training, coaching, and access to warm leads. You’ll work independently with support, communicating clearly to understand needs and present protection options.