Remote Life & Financial Protection Specialist

Unlock Potential 360; South Carolina; Remote; USD 42,000 - 66,000; Full time

Job summary

Unlock Potential 360 in Charleston, United States is seeking a remote Client Account Specialist to help clients explore life and financial protection options. You will guide them through a step-by-step pathway, answering questions and presenting protection choices. The role emphasizes building long-term client relationships and ongoing communication.

The position offers training, access to client-management tools, warm leads, and ongoing coaching to support success in a remote work setup.

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.

Skills

Communication

Interpersonal skills

Independent worker

License readiness

Job description

Unlock Potential 360 in Charleston, United States is seeking a remote Client Account Specialist to help clients explore life and financial protection options. You will guide them through a step-by-step pathway, answering questions and presenting protection choices. The role emphasizes building long-term client relationships and ongoing communication.

The position offers training, access to client-management tools, warm leads, and ongoing coaching to support success in a remote work setup.