Remote Life & Protection Advisor

Unlock Potential 360; Corinna (ME); Remote; USD 25,000 - 70,000; Full time

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 reach out to clients, review their needs, present protection options, and guide them through the process, using a clear step-by-step pathway to help them choose the right coverage.

The role emphasizes coaching, ongoing communication, and building lasting client relationships.

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

Strong communication skills

Independence

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 reach out to clients, review their needs, present protection options, and guide them through the process, using a clear step-by-step pathway to help them choose the right coverage.

The role emphasizes coaching, ongoing communication, and building lasting client relationships.