Remote Life & Financial Protection Client Specialist

Unlock Potential 360; Chebeague Island (ME); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is hiring a remote Client Account Specialist to guide clients through life and financial protection options. You will contact inquiries, review needs, and present suitable protection plans, supporting clients through each step of the process.

The role emphasizes building long-term client relationships, ongoing communication, and leveraging coaching and training within a supportive framework.

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 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 yet collaborative

Coachable

Tools

Client management tools

Job description

Unlock Potential 360 is hiring a remote Client Account Specialist to guide clients through life and financial protection options. You will contact inquiries, review needs, and present suitable protection plans, supporting clients through each step of the process.

The role emphasizes building long-term client relationships, ongoing communication, and leveraging coaching and training within a supportive framework.