Remote Life & Financial Protection Advisor

Unlock Potential 360; Olympia (WA); Remote; USD 45,000 - 85,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 in the United States is hiring a remote Client Account Specialist to assist clients seeking information about life and financial protection options. You’ll reach out to people who requested information, review needs, and guide them through a step-by-step process to understand their choices.

This role emphasizes building client-for-life relationships through ongoing communication, training, and access to client management tools and warm leads.

Qualifications

• Excellent communication and active listening abilities.
• Strong interpersonal skills for relationship-building.
• Ability to work independently with minimal supervision.
• Willingness to obtain a state insurance license with company assistance.

Responsibilities

• Reach out to clients who have requested information about coverage.
• Review needs and present available protection options.
• Assist clients through the process to completion.
• Maintain follow-up and ongoing client communication.

Skills

Communication

Interpersonal skills

Independent work

Licensing readiness

Job description

Unlock Potential 360 in the United States is hiring a remote Client Account Specialist to assist clients seeking information about life and financial protection options. You’ll reach out to people who requested information, review needs, and guide them through a step-by-step process to understand their choices.

This role emphasizes building client-for-life relationships through ongoing communication, training, and access to client management tools and warm leads.