Remote Life & Financial Protection Advisor

Unlock Potential 360; Marshalltown (IA); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Job summary

Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. You will guide clients through a step-by-step pathway to understand options and complete the process.

Responsibilities include reaching out to clients, reviewing needs, presenting protection options, maintaining follow-up, and building long-term client relationships. Training and coaching are provided.

Qualifications

• Excellent communication and ability to build relationships.
• Ability to work independently with support.
• Willingness to obtain a state insurance license (assistance provided).
• Self-motivated 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 and keep follow-up communication.
• Build client-for-life relationships and provide ongoing support.

Skills

Strong communication

Interpersonal skills

Independent worker

License pursuit

Job description

Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. You will guide clients through a step-by-step pathway to understand options and complete the process.

Responsibilities include reaching out to clients, reviewing needs, presenting protection options, maintaining follow-up, and building long-term client relationships. Training and coaching are provided.