Remote Life & Financial Protection Client Advisor

Unlock Potential 360; Pleasant Grove (UT); Remote; USD 45,000 - 85,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to help clients gather information on life and financial protection options. You will guide them through a step-by-step process, review needs, and present suitable protection choices.

The role emphasizes building lasting client relationships, with training and access to client management tools. Compensation is commission-based, with benefits available.

Qualifications

• Strong communication and interpersonal skills are required.
• Ability to work independently, with support.
• Willingness to obtain a state insurance license (assistance provided).
• Hungry and coachable attitude is expected.

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 with support

Willingness to obtain license

Tools

Client management tools

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist to help clients gather information on life and financial protection options. You will guide them through a step-by-step process, review needs, and present suitable protection choices.

The role emphasizes building lasting client relationships, with training and access to client management tools. Compensation is commission-based, with benefits available.