Remote Life & Financial Protection Client Advisor

Unlock Potential 360; Okoboji (IA); Remote; USD 40,000 - 70,000; Full time

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist in Okoboji, IA, United States, to assist clients exploring life and financial protection options. You will guide clients through a step-by-step process, following up and maintaining ongoing communication to build lasting relationships.

The role emphasizes interviewing clients, presenting suitable protections, and supporting them through the enrollment journey with access to warm leads and training. A license path is provided.

Qualifications

• Strong communication and interpersonal skills.
• Ability to work independently with support.
• Willingness to obtain a state insurance license.
• 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

Independent work

Coachable

Education

State insurance license (pending)

Tools

CRM software

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist in Okoboji, IA, United States, to assist clients exploring life and financial protection options. You will guide clients through a step-by-step process, following up and maintaining ongoing communication to build lasting relationships.

The role emphasizes interviewing clients, presenting suitable protections, and supporting them through the enrollment journey with access to warm leads and training. A license path is provided.