Remote Life & Protection Client Advisor

Unlock Potential 360; Sallisaw (OK); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to help clients learn about life and financial protection options and guide them through a step-by-step process.

The role involves reaching out to interested clients, presenting protection options, and supporting ongoing communication to build long-term relationships. Training, tools access, and coaching are provided to help you succeed.

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 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 worker

Willingness to obtain license

Tools

Client management tools

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist to help clients learn about life and financial protection options and guide them through a step-by-step process.

The role involves reaching out to interested clients, presenting protection options, and supporting ongoing communication to build long-term relationships. Training, tools access, and coaching are provided to help you succeed.