Remote Life & Financial Protection Advisor

Unlock Potential 360; Kentucky; A distancia; USD 40.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Ongoing coaching

Descripción de la vacante

Unlock Potential 360 is hiring a remote Client Account Specialist to support clients seeking information about life and financial protection coverage. You will guide clients through a step-by-step process, assessing needs and presenting suitable options while maintaining ongoing communication.

The role emphasizes building long-term relationships, helping clients understand their choices, and working with a team to provide education and support. Remote position with coaching and training provided.

Formación

• Excellent communication and interpersonal skills.
• Ability to work independently with support as needed.
• Willingness to obtain/state insurance license (assistance provided).
• Motivated, coachable and results-oriented.

Responsabilidades

• 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

Conocimientos

Strong communication

Interpersonal skills

Independent work

Insurance license prep

Descripción del empleo

Unlock Potential 360 is hiring a remote Client Account Specialist to support clients seeking information about life and financial protection coverage. You will guide clients through a step-by-step process, assessing needs and presenting suitable options while maintaining ongoing communication.

The role emphasizes building long-term relationships, helping clients understand their choices, and working with a team to provide education and support. Remote position with coaching and training provided.