Remote Life & Protection Client Advisor

Unlock Potential 360; Chicago (IL); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Ongoing coaching

Job summary

Unlock Potential 360 is hiring a remote Client Account Specialist to help clients explore life and financial protection options and guide them through a step-by-step process.

You’ll reach out to information requests, review needs, present options, and maintain ongoing client communication, building long-term relationships while leveraging training and coaching.

The role offers access to client management tools and warm leads, with company support for obtaining a state insurance license.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently with support.
• Willingness to obtain a state insurance license with company assistance.
• Hungry and coachable.

Responsibilities

• Reach out to clients who 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.

Skills

Strong communication and interpersonal

Independent work

Insurance license

Coachability

Job description

Unlock Potential 360 is hiring a remote Client Account Specialist to help clients explore life and financial protection options and guide them through a step-by-step process.

You’ll reach out to information requests, review needs, present options, and maintain ongoing client communication, building long-term relationships while leveraging training and coaching.

The role offers access to client management tools and warm leads, with company support for obtaining a state insurance license.