Remote Life & Financial Protection Advisor

Unlock Potential 360; Kemmerer (WY); Remote; USD 35,000 - 75,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Ongoing coaching

Job summary

Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients who request information about life and financial protection coverage. You will guide them through a step-by-step pathway and help them understand their options.

In this role, you will reach out to clients, review needs, present protection options, and maintain ongoing communication to build lasting client relationships. Training is provided and state licensing support is available.

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

Communication skills

Independence

Insurance license

Coachability

Tools

CRM software

Job description

Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients who request information about life and financial protection coverage. You will guide them through a step-by-step pathway and help them understand their options.

In this role, you will reach out to clients, review needs, present protection options, and maintain ongoing communication to build lasting client relationships. Training is provided and state licensing support is available.