Remote Life & Financial Protection Advisor

Unlock Potential 360; Lake Oswego (OR); Remote; USD 30,000 - 60,000; 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 in Lake Oswego, OR, is seeking a remote Client Account Specialist to help clients explore life and financial protection options and guide them through a simple, step-by-step process.

You’ll receive thorough training, access to client management tools, warm leads (no cold calling), ongoing coaching, and a focus on building lasting client relationships. Compensation is based on client sales with rewards for results.

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

Interpersonal skills

Independent work

Willingness to obtain license

Job description

Unlock Potential 360 in Lake Oswego, OR, is seeking a remote Client Account Specialist to help clients explore life and financial protection options and guide them through a simple, step-by-step process.

You’ll receive thorough training, access to client management tools, warm leads (no cold calling), ongoing coaching, and a focus on building lasting client relationships. Compensation is based on client sales with rewards for results.