Remote Life & Financial Protection Specialist

Unlock Potential 360; Wellsburg (WV); Remote; USD 36,000 - 60,000; Full time

Benefits offered by this job

Training

Client management tools

Warm leads

Ongoing 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, helping them understand their options and next steps.

This role focuses on building lasting client relationships through ongoing communication, with training and tools provided to support your success.

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, helping them understand their options and next steps.

This role focuses on building lasting client relationships through ongoing communication, with training and tools provided to support your success.