Remote Life & Financial Protection Specialist

Unlock Potential 360; Truth or Consequences (NM); Remote; USD 33,000 - 112,000; Full time

Benefits offered by this job

Training program

CRM tools

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to support clients seeking information about life and financial protection options. You’ll guide them through a step-by-step pathway, review needs, present protection options, and maintain ongoing communication to build lasting relationships.

Ideal candidates have strong communication, can work independently with support, are coachable, and are willing to obtain a state insurance license with provided assistance.

Qualifications

• Excellent communication and interpersonal abilities.
• Ability to work independently with support when needed.
• Willingness to obtain a state insurance license (licensing support provided).
• Highly motivated, coachable and target-driven.

Responsibilities

• Reach out to clients who requested information about coverage.
• Review client needs and present protection options.
• Guide clients through the process with a step-by-step approach.
• Maintain follow-up and ongoing client communication to build relationships.
• Support clients in achieving coverage goals.

Skills

Communication skills

Independent work

License pursuit

Coachable

Tools

CRM software

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist to support clients seeking information about life and financial protection options. You’ll guide them through a step-by-step pathway, review needs, present protection options, and maintain ongoing communication to build lasting relationships.

Ideal candidates have strong communication, can work independently with support, are coachable, and are willing to obtain a state insurance license with provided assistance.