Remote Life & Financial Protection Specialist

Unlock Potential 360; Laughlin (NV); Remote; USD 40,000 - 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 them through a step-by-step pathway, explaining options and helping them understand their needs.

In this role you will reach out to interested clients, review needs, present protection solutions, and maintain ongoing communication to build long-term relationships while working from home with coaching and training provided.

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.

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 them through a step-by-step pathway, explaining options and helping them understand their needs.

In this role you will reach out to interested clients, review needs, present protection solutions, and maintain ongoing communication to build long-term relationships while working from home with coaching and training provided.