Remote Life & Financial Protection Advisor

Unlock Potential 360; Sioux City (IA); Remote; USD 45,000 - 70,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads (no cold calling)

Job summary

Unlock Potential 360 in Sioux City, IA, is seeking a remote Client Account Specialist to help clients explore life and financial protection options and guide them through a clear, step-by-step process.

You’ll reach out to interested clients, review needs, present options, and maintain ongoing communication to build long-term relationships. Strong communication, independence, and willingness to obtain a state insurance license are valued; training and warm leads are provided.

Qualifications

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

Responsibilities

• Reach out to clients who requested information about coverage.
• Review needs and present protection options.
• Assist clients through the process and guide them step by step.
• Maintain follow-up and ongoing client communication.
• Build and nurture client-for-life relationships.

Skills

Strong communication

Interpersonal skills

Independent work

Willingness to obtain license

Tools

Client management tools

Job description

Unlock Potential 360 in Sioux City, IA, is seeking a remote Client Account Specialist to help clients explore life and financial protection options and guide them through a clear, step-by-step process.

You’ll reach out to interested clients, review needs, present options, and maintain ongoing communication to build long-term relationships. Strong communication, independence, and willingness to obtain a state insurance license are valued; training and warm leads are provided.