Remote Life & Protection Advisor

Unlock Potential 360; South Charleston (WV); Remote; USD 40,000 - 80,000; Full time

Benefits offered by this job

Training program

Access to client management tools

Warm leads access

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. This role focuses on helping clients understand their options and guiding them through a step-by-step pathway, with training and access to warm leads and client management tools.

If you have strong communication skills, can work independently with support, and are coachable, this position offers ongoing coaching,

Qualifications

• Strong communication and interpersonal skills are required.
• 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

Communication skills

Interpersonal skills

Independent work

Licensing willingness

Coachability

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. This role focuses on helping clients understand their options and guiding them through a step-by-step pathway, with training and access to warm leads and client management tools.

If you have strong communication skills, can work independently with support, and are coachable, this position offers ongoing coaching,