Remote Life & Financial Protection Specialist

Unlock Potential 360; Crown Point (IN); Remote; USD 45,000 - 65,000; 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 support clients who request information about life and financial protection coverage. You will guide them through a step-by-step pathway to understand options and progress through the process.

The role emphasizes relationship-building and ongoing client communication, with training and access to client management tools. Compensation is earned through client sales, with benefits available and coaching provided.

Qualifications

• Strong communication and interpersonal skills required.
• 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 protection options
• Assist clients through the process
• Maintain follow-up and ongoing client communication
• Build client-for-life relationships

Skills

Communication

Interpersonal skills

Independent work

Coachable

Education

State Insurance License (pending)

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist to support clients who request information about life and financial protection coverage. You will guide them through a step-by-step pathway to understand options and progress through the process.

The role emphasizes relationship-building and ongoing client communication, with training and access to client management tools. Compensation is earned through client sales, with benefits available and coaching provided.