Remote Life & Financial Protection Advisor

Unlock Potential 360; Ronceverte (WV); Remote; USD 40,000 - 75,000; 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 seeks a remote Client Account Specialist who guides clients through life and financial protection options using a clear step-by-step pathway.

You will engage with warm leads, review needs, present options, assist through the process, and maintain ongoing communication to build lasting client relationships. Training and coaching are provided.

This role emphasizes independence with support, potential for uncapped earnings, and licensing assistance.

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 skills

Interpersonal skills

Self-directed

License readiness

Tools

Client management tools

Job description

Unlock Potential 360 in the United States seeks a remote Client Account Specialist who guides clients through life and financial protection options using a clear step-by-step pathway.

You will engage with warm leads, review needs, present options, assist through the process, and maintain ongoing communication to build lasting client relationships. Training and coaching are provided.

This role emphasizes independence with support, potential for uncapped earnings, and licensing assistance.