Remote Life & Protection Client Advisor

Unlock Potential 360; McMinnville (OR); 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 seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. This role focuses on guiding clients through a step-by-step pathway and building lasting relationships.

Responsibilities include contacting clients, presenting options, and maintaining ongoing communication. Training and access to tools will be provided; state licensing assistance is available.

Qualifications

• Strong communication and interpersonal skills are required.
• Ability to work independently with some support.
• Willingness to obtain a state insurance license (assistance provided).
• Hungry and coachable attitude is essential.

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

Interpersonal skills

Independent work

State insurance license (license)

Coachability

Tools

Client management tools

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. This role focuses on guiding clients through a step-by-step pathway and building lasting relationships.

Responsibilities include contacting clients, presenting options, and maintaining ongoing communication. Training and access to tools will be provided; state licensing assistance is available.