Remote Life & Protection Client Advisor

Unlock Potential 360; Lordsburg (NM); Remote; USD 50,000 - 80,000; Full time

Job summary

Unlock Potential 360 in the United States is seeking a Remote Client Account Specialist to help clients explore life and financial protection options. You will guide clients through a step-by-step process, using warm leads and ongoing communication to build trusted relationships.

This commission-based role emphasizes communication, independence with support, and the willingness to obtain a state insurance license, with company-provided training and licensing assistance.

Qualifications

• Strong communication and interpersonal skills.
• Ability to work independently with support.
• Willingness to obtain a state insurance license (training provided).
• Hungry, 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.
• Maintain follow-up and ongoing client communication.
• Build client-for-life relationships.

Skills

Strong communication

Interpersonal skills

Independence with support

Willingness to obtain license

Job description

Unlock Potential 360 in the United States is seeking a Remote Client Account Specialist to help clients explore life and financial protection options. You will guide clients through a step-by-step process, using warm leads and ongoing communication to build trusted relationships.

This commission-based role emphasizes communication, independence with support, and the willingness to obtain a state insurance license, with company-provided training and licensing assistance.