Remote Life & Financial Protection Advisor

Unlock Potential 360; Snohomish (WA); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is hiring a remote Client Account Specialist in Snohomish, WA to assist clients seeking life and financial protection information. You will guide clients through a step-by-step pathway, review needs, present options, and build lasting relationships.

The role emphasizes helping clients understand their options, with training and access to client-management tools and warm leads. Compensation is sales-based with ongoing coaching and support.

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 requested information about coverage.
• Review needs and present protection options.
• Assist clients through the process.
• Maintain follow-up and ongoing client communication.
• Build client-for-life relationships.

Skills

Strong communication

Interpersonal skills

Independent work

Willingness to obtain license

Coachability

Tools

Client management tools

Job description

Unlock Potential 360 is hiring a remote Client Account Specialist in Snohomish, WA to assist clients seeking life and financial protection information. You will guide clients through a step-by-step pathway, review needs, present options, and build lasting relationships.

The role emphasizes helping clients understand their options, with training and access to client-management tools and warm leads. Compensation is sales-based with ongoing coaching and support.