Remote Life & Protection Client Advisor

Unlock Potential 360; Old Orchard Beach (ME); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Training program

CRM tools

Warm leads

Coaching

Job summary

Unlock Potential 360 in Old Orchard Beach, ME, is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. You will reach out to clients, review needs, present options, and guide them through the process, while maintaining ongoing communication and building lasting client relationships.

The role offers a comprehensive training program, access to client management tools and warm leads, plus ongoing coaching and

Qualifications

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

Responsibilities

• Reach out to clients who have 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

Communication skills

Interpersonal skills

Independent worker

Licensing willingness

Tools

CRM tools

Job description

Unlock Potential 360 in Old Orchard Beach, ME, is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. You will reach out to clients, review needs, present options, and guide them through the process, while maintaining ongoing communication and building lasting client relationships.

The role offers a comprehensive training program, access to client management tools and warm leads, plus ongoing coaching and