Remote Life & Financial Protection Advisor

Unlock Potential 360; Tremonton (UT); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Effective training program

Client management tools

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 in Tremonton, UT 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 will reach out to interested clients, review needs, present protection options, assist through the application, and maintain ongoing communication while building long-term relationships.

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

Self-motivated

Job description

Unlock Potential 360 in Tremonton, UT 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 will reach out to interested clients, review needs, present protection options, assist through the application, and maintain ongoing communication while building long-term relationships.