Remote Life & Financial Protection Client Advocate

Unlock Potential 360; Jeffersonville (KY); 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 Jeffersonville, United States, is seeking a remote Client Account Specialist to help clients exploring life and financial protection coverage. You will guide them through a step-by-step pathway, review options, and maintain ongoing communication to build lasting relationships.

The role emphasizes training, coaching, and access to warm leads, with compensation earned through client sales and benefits available.

Qualifications

• Strong communication and interpersonal skills are essential.
• Ability to work independently with support when needed.
• Willingness to obtain a state insurance license (assistance provided).
• Hungry and coachable, driven to achieve results.

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 worker

Coachable

Job description

Unlock Potential 360 in Jeffersonville, United States, is seeking a remote Client Account Specialist to help clients exploring life and financial protection coverage. You will guide them through a step-by-step pathway, review options, and maintain ongoing communication to build lasting relationships.

The role emphasizes training, coaching, and access to warm leads, with compensation earned through client sales and benefits available.