Remote Life & Financial Protection Advisor

Unlock Potential 360; Orange Beach (AL); Remote; USD 40,000 - 75,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist in the United States to help clients explore life and financial protection options and guide them through a straightforward decision path.

You will reach out to information requests, review client needs and present protection options, assist through the process, and maintain ongoing communication to build lasting client relationships.

Qualifications

• Excellent communication and interpersonal abilities.
• Ability to work independently with support.
• Willingness to obtain a state insurance license (training provided).

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 skills

Interpersonal skills

Independence

Coachability

Insurance licensing

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist in the United States to help clients explore life and financial protection options and guide them through a straightforward decision path.

You will reach out to information requests, review client needs and present protection options, assist through the process, and maintain ongoing communication to build lasting client relationships.