Remote Life & Financial Protection Client Advisor

Unlock Potential 360; Thackerville (OK); Remote; USD 30,000 - 60,000; Full time

Benefits offered by this job

Training program

CRM access

Warm leads

Coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage.

The role focuses on guiding clients through a step-by-step pathway, reviewing needs, presenting options, and managing ongoing communication to build trust and lasting relationships.

Training and coaching are provided, with access to client management tools and warm leads to support your success in a consultative sales environment.

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

Communication skills

Independent worker

Licensing readiness

Coachable mindset

Tools

CRM tools

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage.

The role focuses on guiding clients through a step-by-step pathway, reviewing needs, presenting options, and managing ongoing communication to build trust and lasting relationships.

Training and coaching are provided, with access to client management tools and warm leads to support your success in a consultative sales environment.