Remote Life & Protection Client Advisor

Unlock Potential 360; Urbandale (IA); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is hiring a remote Client Account Specialist to guide clients in Urbandale, IA through life and financial protection information. You will help clients understand options and move them through a simple, supportive pathway.

This role emphasizes relationship building, individualized service, and ongoing follow-up. You’ll work with warm leads, receive comprehensive training, and be coached to grow your client-for-life network.

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 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

Independent work

Willingness to obtain license

Coachable

Job description

Unlock Potential 360 is hiring a remote Client Account Specialist to guide clients in Urbandale, IA through life and financial protection information. You will help clients understand options and move them through a simple, supportive pathway.

This role emphasizes relationship building, individualized service, and ongoing follow-up. You’ll work with warm leads, receive comprehensive training, and be coached to grow your client-for-life network.