Remote Life & Financial Protection Client Advisor

Unlock Potential 360; Sundance (WY); Remote; USD 40,000 - 70,000; 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 in the United States is seeking a remote Client Account Specialist to help clients understand life and financial protection options and guide them through a step-by-step pathway with a client‑focused approach.

You will reach out to clients who requested information, review needs, present protection options, assist through the process, maintain follow-up and ongoing communication, and build client‑for‑life relationships, with an effective training program, access to client

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

Interpersonal skills

Independent work

Willingness to obtain license

Coachable

Tools

Client management tools

Job description

Unlock Potential 360 in the United States is seeking a remote Client Account Specialist to help clients understand life and financial protection options and guide them through a step-by-step pathway with a client‑focused approach.

You will reach out to clients who requested information, review needs, present protection options, assist through the process, maintain follow-up and ongoing communication, and build client‑for‑life relationships, with an effective training program, access to client