Remote Life & Financial Protection Client Advisor

Unlock Potential 360; Grinnell (IA); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Training program

Client management tools access

Warm leads access

Ongoing coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist in Grinnell, IA to assist clients who request information about life and financial protection coverage. You will guide them through a step-by-step pathway, answering questions and presenting options.

This role emphasizes building lasting client relationships, independent work, and ongoing coaching. Training, access to client management tools, and warm leads are provided to help you succeed.

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

State license readiness

Coachable

Tools

Client management tools

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist in Grinnell, IA to assist clients who request information about life and financial protection coverage. You will guide them through a step-by-step pathway, answering questions and presenting options.

This role emphasizes building lasting client relationships, independent work, and ongoing coaching. Training, access to client management tools, and warm leads are provided to help you succeed.