Remote Life & Protection Advisor

Unlock Potential 360; Abiquiu (NM); Remote; USD 50,000 - 100,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to help clients explore life and financial protection options and guide them through a clear, step-by-step enrollment pathway.

You will reach out to inquiries, assess needs, present protection options, assist throughout the process, and maintain ongoing client communication to build long-term relationships. Comprehensive training, coaching, and access to client management tools are provided.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently with support.
• Willingness to obtain a state insurance license (assistance provided).

Responsibilities

• Reach out to clients who requested information about coverage
• Review needs and present protection options
• Assist clients through the process
• Maintain follow-up and ongoing client communication
• Build client-for-life relationships

Skills

Strong communication

Interpersonal skills

Independent work

Licensing willingness

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist to help clients explore life and financial protection options and guide them through a clear, step-by-step enrollment pathway.

You will reach out to inquiries, assess needs, present protection options, assist throughout the process, and maintain ongoing client communication to build long-term relationships. Comprehensive training, coaching, and access to client management tools are provided.