Remote Life & Financial Protection Advisor

Unlock Potential 360; Leeds (AL); Remote; USD 35,000 - 70,000; Full time

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage from anywhere in the United States. You will guide clients through a step-by-step pathway, review needs, and present suitable protection options to build lasting relationships.

The role emphasizes independent work with supportive training, access to warm leads, and ongoing coaching to help you grow with the company.

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

Client outreach

Communication

Interpersonal skills

Tools

CRM software

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage from anywhere in the United States. You will guide clients through a step-by-step pathway, review needs, and present suitable protection options to build lasting relationships.

The role emphasizes independent work with supportive training, access to warm leads, and ongoing coaching to help you grow with the company.