Remote Life & Protection Client Advisor

Unlock Potential 360; Virginia City (MT); Remote; USD 35,000 - 65,000; Full time

Benefits offered by this job

Training program

CRM access

Warm leads

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.

You will reach out to clients, review needs, present protection options, and guide them through the process with ongoing communication, building long-term client relationships. Training is provided and licensing support is available.

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

Coachable

Tools

CRM software

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.

You will reach out to clients, review needs, present protection options, and guide them through the process with ongoing communication, building long-term client relationships. Training is provided and licensing support is available.