Remote Life & Protection Advisor

Unlock Potential 360; New Mexico; Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

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 simple, step-by-step process.

You’ll reach out to prospective clients, review needs, present protection plans, and maintain ongoing communication to build lasting relationships. Training and coaching are provided as you grow in a high-energy, commission-based role.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently with support.
• Willingness to obtain a state insurance license (licensing assistance provided).
• Motivated, coachable and results-driven.

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

Communication skills

Independent work

Insurance license

Coachability

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 simple, step-by-step process.

You’ll reach out to prospective clients, review needs, present protection plans, and maintain ongoing communication to build lasting relationships. Training and coaching are provided as you grow in a high-energy, commission-based role.