Remote Life & Protection Advisor

Unlock Potential 360; Scarborough (ME); Remote; USD 50,000 - 80,000; 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 Scarborough, ME seeks a remote Client Account Specialist to assist clients seeking information about life and financial protection options. You will guide them through a step-by-step pathway and maintain ongoing communication.

In this role you will review needs, present protection options, and build lasting client relationships while leveraging provided training and warm leads. A state license is supported; flexible remote work is possible.

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 available protection options
• Assist clients through the process
• Maintain follow-up and ongoing client communication
• Build client-for-life relationships

Skills

Strong communication

Interpersonal skills

Independent work

Insurance license

Coachable

Job description

Unlock Potential 360 in Scarborough, ME seeks a remote Client Account Specialist to assist clients seeking information about life and financial protection options. You will guide them through a step-by-step pathway and maintain ongoing communication.

In this role you will review needs, present protection options, and build lasting client relationships while leveraging provided training and warm leads. A state license is supported; flexible remote work is possible.