Remote Life & Financial Protection Advisor

Unlock Potential 360; Kearneysville (WV); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Training program

CRM tools

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 in the United States is seeking a remote Client Account Specialist to guide clients through life and financial protection options. You will listen to client needs and lead them along a clear, step-by-step pathway to coverage.

This role emphasizes relationship-building, ongoing communication, and the ability to work independently with support. Training is provided, and licenses are supported; success is measured by client outcomes and sales activity.

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

Strong communication

Independence

License readiness

Coachability

Job description

Unlock Potential 360 in the United States is seeking a remote Client Account Specialist to guide clients through life and financial protection options. You will listen to client needs and lead them along a clear, step-by-step pathway to coverage.

This role emphasizes relationship-building, ongoing communication, and the ability to work independently with support. Training is provided, and licenses are supported; success is measured by client outcomes and sales activity.