Remote Life & Financial Protection Advisor

Unlock Potential 360; Tucumcari (NM); Remote; USD 40,000 - 90,000; Full time

Benefits offered by this job

Effective training program

Client management tools

Warm leads

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, helping them understand options and next steps.

Join a team focused on coaching and ongoing support, with access to client management tools and warm leads. Ideal for motivated individuals who thrive on results and client 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 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 worker

Coachability

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, helping them understand options and next steps.

Join a team focused on coaching and ongoing support, with access to client management tools and warm leads. Ideal for motivated individuals who thrive on results and client relationships.