Remote Life & Financial Protection Advisor

Unlock Potential 360; Silver City (NM); Remoto; USD 48.000 - 72.000; Tempo pieno

Vantaggi offerti da questo lavoro

Effective training program

Access to warm leads (no cold calling)

Ongoing coaching

Access to client management tools

Descrizione del lavoro

Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage. You will guide them through a step-by-step pathway, building lasting client relationships from warm leads.

The role emphasizes strong communication, independence, and the potential to obtain a state insurance license with company support. Training and coaching are provided.

Competenze

• Strong communication and interpersonal skills.
• Ability to work independently, with support.
• Willingness to obtain a state insurance license (assistance provided).
• Hungry and coachable.

Mansioni

• 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.

Conoscenze

Strong communication

Independent worker

Coachable

Willingness to obtain license

Strumenti

CRM software

Descrizione del lavoro

Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage. You will guide them through a step-by-step pathway, building lasting client relationships from warm leads.

The role emphasizes strong communication, independence, and the potential to obtain a state insurance license with company support. Training and coaching are provided.