Remote Life & Protection Client Advisor

Unlock Potential 360; Deer Isle (ME); Remote; USD 35,000 - 65,000; Full time

Benefits offered by this job

Training program

Client management tools access

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage. You will guide clients through a step-by-step pathway, review needs, present options, and maintain ongoing communication while building lasting relationships.

The role emphasizes independence with supportive coaching, and eligibility to obtain a state insurance license with company assistance.

Qualifications

• Strong communication and interpersonal skills.
• Ability to work independently, with support.
• Willingness to obtain a state insurance license (assistance provided).

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

License-ready

Tools

Client management tools

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage. You will guide clients through a step-by-step pathway, review needs, present options, and maintain ongoing communication while building lasting relationships.

The role emphasizes independence with supportive coaching, and eligibility to obtain a state insurance license with company assistance.