Remote Life & Protection Advisor

Unlock Potential 360; Klamath Falls (OR); Remote; USD 35,000 - 70,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Ongoing coaching

Job summary

Unlock Potential 360 in the United States is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage, guiding them through a clear step-by-step pathway.

You will review needs, present protection options, and assist clients through the process, maintaining follow-up and building client-for-life relationships with the help of client management tools and ongoing coaching.

Qualifications

• Excellent communication and interpersonal abilities.
• Ability to work independently with support.
• Willingness to obtain a state insurance license (assistance provided).
• Self-motivated and coachable.

Responsibilities

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

Skills

Strong communication

Interpersonal skills

Independent work

Licensing willingness

Tools

Client management tools

Job description

Unlock Potential 360 in the United States is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage, guiding them through a clear step-by-step pathway.

You will review needs, present protection options, and assist clients through the process, maintaining follow-up and building client-for-life relationships with the help of client management tools and ongoing coaching.