Remote Life & Protection Advisor

Unlock Potential 360; Wilsonville (OR); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

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. The role focuses on guiding clients through a step-by-step pathway to understand options and move them through the process.

Based in Wilsonville, United States, this position offers training and ongoing coaching, with access to client management tools and warm leads, avoiding cold calling.

Qualifications

• Must have strong communication and interpersonal skills.
• Ability to work independently, with support.
• Willingness to obtain a state insurance license (licensing assistance provided).
• Be hungry and coachable.

Responsibilities

• Reach out to clients who requested information about coverage.
• Review needs and present protection options.
• Assist clients through the process and maintain follow-up.
• Build lasting client relationships.

Skills

Strong communication

Interpersonal skills

Independent work

State insurance license readiness

Coachability

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. The role focuses on guiding clients through a step-by-step pathway to understand options and move them through the process.

Based in Wilsonville, United States, this position offers training and ongoing coaching, with access to client management tools and warm leads, avoiding cold calling.