Remote Life & Financial Protection Advisor

Unlock Potential 360; Spanish Fork (UT); Remote; USD 50,000 - 90,000; Full time

Benefits offered by this job

Training program

CRM tools access

Warm leads (no cold calling)

Ongoing coaching

Job summary

Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage. You will guide clients through options using a step-by-step pathway and maintain ongoing communication.

The role emphasizes building lasting client relationships, reviewing needs, presenting protection options, and supporting clients through the sales process with comprehensive training and access to warm leads.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently with minimal supervision.
• Willingness to obtain a state insurance license (assistance provided).
• Coachable and motivated to learn.

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

Education

State insurance license (will be obtained)

Tools

CRM tools

Job description

Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage. You will guide clients through options using a step-by-step pathway and maintain ongoing communication.

The role emphasizes building lasting client relationships, reviewing needs, presenting protection options, and supporting clients through the sales process with comprehensive training and access to warm leads.