Remote Life & Financial Protection Specialist

Unlock Potential 360; Dothan (AL); Remote; USD 35,000 - 70,000; Full time

Benefits offered by this job

Training program

Client management tools

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. You will guide clients through a step-by-step pathway and help them understand their options.

The role emphasizes client communication, follow-up, and building long-term relationships, with training and coaching provided to succeed in a fast-changing industry.

Qualifications

• Excellent communication and interpersonal skills are required.
• Ability to work independently with support as needed.
• Willingness to obtain a state life insurance license (licensing assistance provided).
• Demonstrates motivation, coachability, and readiness for change.

Responsibilities

• Reach out to clients who 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

Strong communication

Interpersonal skills

Independent work

License willingness

Coachability

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. You will guide clients through a step-by-step pathway and help them understand their options.

The role emphasizes client communication, follow-up, and building long-term relationships, with training and coaching provided to succeed in a fast-changing industry.