Remote Life & Financial Protection Advisor

Unlock Potential 360; Hurricane (UT); Remote; USD 30,000 - 70,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage. This role focuses on guiding clients through a step-by-step pathway and building lasting relationships.

You will reach out to inquiries, review needs, present options, and support clients through the process while leveraging coaching and training resources. If you are coachable and customer-focused, this role is for you.

Qualifications

• Strong communication and interpersonal skills are required.
• Ability to work independently with support.
• Willingness to obtain a state insurance license with assistance provided.
• Candidate should be hungry and coachable.

Responsibilities

• Reach out to clients who requested information about coverage.
• Review needs and present protection options.
• Assist clients through the process.
• Maintain follow-up and ongoing client communication.
• Build client-for-life relationships.

Skills

Communication

Interpersonal skills

Independence

License readiness

Coachability

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage. This role focuses on guiding clients through a step-by-step pathway and building lasting relationships.

You will reach out to inquiries, review needs, present options, and support clients through the process while leveraging coaching and training resources. If you are coachable and customer-focused, this role is for you.