Remote Life & Financial Protection Advisor

Unlock Potential 360; Wyoming; À distance; USD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Training program

CRM tools

Warm leads

Coaching

Résumé du poste

Unlock Potential 360 is seeking a remote Client Account Specialist to help clients explore life and financial protection options, guiding them through a clear step-by-step process.

You will build lasting relationships, review needs, present protection options, and manage ongoing communications. Training and access to warm leads are provided, with license support for state requirements.

Qualifications

• Excellent verbal and written communication required.
• Ability to work independently with minimal supervision.
• Willingness to obtain a state insurance license (license support provided).
• Coachable mindset and eagerness to achieve results.

Responsabilités

• Reach out to clients who have requested information about coverage.
• Review needs and present available protection options.
• Assist clients through the process and documentation steps.
• Maintain follow-up and ongoing client communication.
• Build client-for-life relationships through trust and service.

Connaissances

Strong communication

Interpersonal skills

Independent work

State insurance license readiness

Coachable

Description du poste

Unlock Potential 360 is seeking a remote Client Account Specialist to help clients explore life and financial protection options, guiding them through a clear step-by-step process.

You will build lasting relationships, review needs, present protection options, and manage ongoing communications. Training and access to warm leads are provided, with license support for state requirements.