Remote Life & Financial Protection Advisor

Unlock Potential 360; Lewisburg (WV); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Training program

CRM tools

Warm leads

Coaching

Job summary

Unlock Potential 360 seeks a Remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. This role focuses on guiding clients through a step-by-step pathway and building long-term relationships.

You will reach out to clients, review needs, present options, and support them through the process, with access to training, tools, and ongoing coaching to help you succeed.

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

Interpersonal skills

Independent work

License willingness

Job description

Unlock Potential 360 seeks a Remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. This role focuses on guiding clients through a step-by-step pathway and building long-term relationships.

You will reach out to clients, review needs, present options, and support them through the process, with access to training, tools, and ongoing coaching to help you succeed.