Remote Life & Protection Advisor

Unlock Potential 360; Pearl City (HI); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Training program

Coaching

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 engage with prospects, review needs, and guide them through the enrollment process.

This role emphasizes building lasting client relationships, leveraging warm leads, and working with supportive training and coaching to achieve results.

Qualifications

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

Responsibilities

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

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 engage with prospects, review needs, and guide them through the enrollment process.

This role emphasizes building lasting client relationships, leveraging warm leads, and working with supportive training and coaching to achieve results.