Remote Life & Protection Advisor

Unlock Potential 360; Fernley (NV); Remote; USD 40,000 - 75,000; Full time

Benefits offered by this job

Training program

Warm leads

Coaching

Management tools

Job summary

Unlock Potential 360 is hiring a remote Client Account Specialist to help clients explore life and financial protection options. You will guide clients through a step-by-step process and nurture ongoing relationships from a secure, home-based setup.

The role emphasizes understanding client needs, presenting suitable protection options, and maintaining regular communication to build client-for-life relationships. Training is provided and licensing assistance is offered to qualified candidates.

Qualifications

• Excellent communication and interpersonal abilities.
• Ability to work independently with minimal supervision.
• Willingness to obtain 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 and follow up.
• Build long-term client relationships.

Skills

Communication skills

Independent worker

Willing to obtain license

Tools

CRM software

Job description

Unlock Potential 360 is hiring a remote Client Account Specialist to help clients explore life and financial protection options. You will guide clients through a step-by-step process and nurture ongoing relationships from a secure, home-based setup.

The role emphasizes understanding client needs, presenting suitable protection options, and maintaining regular communication to build client-for-life relationships. Training is provided and licensing assistance is offered to qualified candidates.