Remote Life & Financial Protection Advisor

Unlock Potential 360; Tennessee; Remote; USD 45,000 - 80,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Ongoing coaching

Job summary

Unlock Potential 360 is hiring a remote Client Account Specialist in Dyer, United States, to assist clients seeking life and financial protection information. You will guide clients through a step-by-step pathway, review needs, and present protection options from a growing multi-trillion-dollar industry.

The role emphasizes building long-term client relationships, ongoing communication, and leveraging warm leads with comprehensive training and coaching provided.

Qualifications

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

Strong communication

Interpersonal skills

Independent work

License readiness

Tools

CRM tools

Job description

Unlock Potential 360 is hiring a remote Client Account Specialist in Dyer, United States, to assist clients seeking life and financial protection information. You will guide clients through a step-by-step pathway, review needs, and present protection options from a growing multi-trillion-dollar industry.

The role emphasizes building long-term client relationships, ongoing communication, and leveraging warm leads with comprehensive training and coaching provided.