Remote Life & Financial Protection Advisor

Unlock Potential 360; Iowa City (IA); À distance; USD 40 000 - 70 000; Plein temps

Avantages offerts par ce poste

Training program

Client management tools

Warm leads (no cold calling)

Résumé du poste

Unlock Potential 360 is hiring a remote Client Account Specialist in the United States. You will reach out to clients who requested information about life and financial protection coverage, review needs, present options, and guide them through the process with ongoing communication.

The role emphasizes building lasting client relationships, with training and coaching provided. This remote position offers independence while receiving support to help clients make informed decisions.

Qualifications

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

Responsabilités

• 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

Connaissances

Strong communication

Independent work

License readiness

Coachable

Description du poste

Unlock Potential 360 is hiring a remote Client Account Specialist in the United States. You will reach out to clients who requested information about life and financial protection coverage, review needs, present options, and guide them through the process with ongoing communication.

The role emphasizes building lasting client relationships, with training and coaching provided. This remote position offers independence while receiving support to help clients make informed decisions.