Remote Life & Protection Client Advisor

Unlock Potential 360; Boyne City (MI); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 in Boyne City, MI is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. You will guide clients through a step-by-step pathway and help them understand their options.

You'll build lasting relationships while working with warm leads and receive robust training, coaching, and access to client management tools. No cold calling required; independence with supportive team.

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

Communication skills

Interpersonal skills

Self-motivation

Job description

Unlock Potential 360 in Boyne City, MI is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. You will guide clients through a step-by-step pathway and help them understand their options.

You'll build lasting relationships while working with warm leads and receive robust training, coaching, and access to client management tools. No cold calling required; independence with supportive team.