Remote Life & Financial Protection Advisor

Unlock Potential 360; Town of Texas (WI); Remote; USD 40,000 - 62,000; 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 seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. You will guide clients through a step-by-step pathway and help them understand their options.

You’ll maintain ongoing communication, build client relationships, and use client-management tools to support the sales and advisory process. This role emphasizes coaching, training, and the opportunity to grow with a supportive team.

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 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

Communication skills

Interpersonal skills

Independent work

Coachable

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. You will guide clients through a step-by-step pathway and help them understand their options.

You’ll maintain ongoing communication, build client relationships, and use client-management tools to support the sales and advisory process. This role emphasizes coaching, training, and the opportunity to grow with a supportive team.