Remote Life & Protection Advisor

Unlock Potential 360; North Smithfield (RI); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Training program

CRM tools access

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist in the United States to assist clients seeking life and financial protection information. You will guide them through a step-by-step process, review needs, and present protection options while building lasting relationships.

The role emphasizes independence with strong support, access to warm leads, and ongoing coaching. Training and client management tools are provided as part of the position.

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 protection options to clients.
• Assist clients through the enrollment and decision process.
• Maintain follow-up and ongoing client communication.
• Build lasting client relationships.

Skills

Communication

Interpersonal skills

Independent work

Tools

CRM software

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist in the United States to assist clients seeking life and financial protection information. You will guide them through a step-by-step process, review needs, and present protection options while building lasting relationships.

The role emphasizes independence with strong support, access to warm leads, and ongoing coaching. Training and client management tools are provided as part of the position.