Remote Life & Protection Client Advisor

Unlock Potential 360; Elkins (WV); Remote; USD 42,000 - 66,000; Full time

Benefits offered by this job

Training program

CRM access

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to guide clients who seek life and financial protection options. You will engage with interested individuals, assess needs, and present suitable coverage through a clear, step-by-step process.

You will work independently with guidance, access CRM tools, and receive training and coaching. This role emphasizes relationship-building and ongoing client communication while offering a commission-based earnings structure with benefits.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently with support.
• Willingness to obtain a state insurance license (assistance provided).
• Self-motivated, coachable, and results-driven.

Responsibilities

• Reach out to clients who have requested information about coverage.
• Review needs and present available protection options.
• Assist clients through the process and paperwork.
• Maintain follow-up and ongoing client communication.
• Build client-for-life relationships.

Skills

Strong communication

Independent worker

Willingness to obtain insurancelicense

Coachable

Tools

CRM software

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist to guide clients who seek life and financial protection options. You will engage with interested individuals, assess needs, and present suitable coverage through a clear, step-by-step process.

You will work independently with guidance, access CRM tools, and receive training and coaching. This role emphasizes relationship-building and ongoing client communication while offering a commission-based earnings structure with benefits.