Remote Life & Financial Protection Advisor

Unlock Potential 360; Iowa Falls (IA); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Training program

License assistance

Remote work

Coaching

Job summary

Unlock Potential 360 in the United States is seeking a remote Client Account Specialist to help clients explore life and financial protection options and guide them through a step-by-step enrollment pathway.

You’ll reach out to inquiries, review needs, present protection options, and assist clients through the process, while maintaining follow-up and building long-term client relationships with training, tools, and license-assistance support.

Qualifications

• Excellent verbal and written communication skills.
• Ability to work autonomously with support.
• Willingness to obtain a state insurance license (training provided).

Responsibilities

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

Skills

Strong communication

Interpersonal skills

Self-motivated

Coachable

Tools

CRM software

Job description

Unlock Potential 360 in the United States is seeking a remote Client Account Specialist to help clients explore life and financial protection options and guide them through a step-by-step enrollment pathway.

You’ll reach out to inquiries, review needs, present protection options, and assist clients through the process, while maintaining follow-up and building long-term client relationships with training, tools, and license-assistance support.