Remote Life & Financial Protection Advisor

Unlock Potential 360; Gresham (OR); Remote; USD 42,000 - 66,000; Full time

Job summary

Unlock Potential 360 is hiring a remote Client Account Specialist in the United States. You will assist clients seeking information about life and financial protection coverage, guiding them through a step-by-step decision process. The role emphasizes building long-term relationships and working with warm leads.

Compensation is commission-based through client sales with benefits; training is provided. A state license is required, with licensing assistance offered.

Qualifications

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

Licensing willingness

Coachability

Tools

CRM tools

Job description

Unlock Potential 360 is hiring a remote Client Account Specialist in the United States. You will assist clients seeking information about life and financial protection coverage, guiding them through a step-by-step decision process. The role emphasizes building long-term relationships and working with warm leads.

Compensation is commission-based through client sales with benefits; training is provided. A state license is required, with licensing assistance offered.