Remote Life & Financial Protection Specialist

Unlock Potential 360; Merrillville (IN); Remote; USD 35,000 - 70,000; Full time

Benefits offered by this job

Training program

CRM tools access

Warm leads (no cold calling)

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist in Merrillville, IN. You will reach out to clients who requested information about life and financial protection coverage, review their needs, present options, and guide them through the steps to obtain the right protection.

The role emphasizes independent work with support, ongoing client communication, and building long-term relationships. Training and access to warm leads are provided to help you succeed.

Qualifications

• Excellent communication and interpersonal skills.
• Willingness to obtain a state insurance license (training provided).
• Ability to work independently, with support from the team.

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

Communication skills

Independent work

Licensing willingness

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist in Merrillville, IN. You will reach out to clients who requested information about life and financial protection coverage, review their needs, present options, and guide them through the steps to obtain the right protection.

The role emphasizes independent work with support, ongoing client communication, and building long-term relationships. Training and access to warm leads are provided to help you succeed.