Remote Life & Financial Protection Specialist

Unlock Potential 360; Sandy (UT); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Job summary

Unlock Potential 360 in Sandy, Utah is seeking a remote Client Account Specialist to help clients explore life and financial protection options and guide them through a step-by-step process.

You will reach out to clients who requested information, review needs, present protection options, and maintain ongoing communication to build long-term relationships, with training and access to warm leads. No cold calling is required, and ongoing coaching supports your success.

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 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

Interpersonal skills

Independent worker

Willingness to obtain license

Tools

Client management tools

Job description

Unlock Potential 360 in Sandy, Utah is seeking a remote Client Account Specialist to help clients explore life and financial protection options and guide them through a step-by-step process.

You will reach out to clients who requested information, review needs, present protection options, and maintain ongoing communication to build long-term relationships, with training and access to warm leads. No cold calling is required, and ongoing coaching supports your success.