Remote Life & Financial Protection Client Advisor

Unlock Potential 360; Cranston (RI); Remote; USD 42,000 - 65,000; 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 help clients explore life and financial protection options from home. Based in Cranston, RI, this full-time role focuses on guiding clients through a simple, step-by-step process and building lasting relationships.

You’ll reach out to interested clients, review needs, present protection options, and manage follow-up with ongoing coaching and support. Training and license assistance are provided.

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

Independent work

Coachability

License willingness

Job description

Unlock Potential 360 is seeking a Remote Client Account Specialist to help clients explore life and financial protection options from home. Based in Cranston, RI, this full-time role focuses on guiding clients through a simple, step-by-step process and building lasting relationships.

You’ll reach out to interested clients, review needs, present protection options, and manage follow-up with ongoing coaching and support. Training and license assistance are provided.