Remote Life & Protection Client Advocate

Unlock Potential 360; Town of Farmington (WI); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

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. You will guide them through a step-by-step pathway to understand options and complete their enrollment.

The role emphasizes building lasting client relationships, working independently with support, and leveraging provided training and client-management tools to convert inquiries into lasting coverage solutions.

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

Independence with support

Self-motivation

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. You will guide them through a step-by-step pathway to understand options and complete their enrollment.

The role emphasizes building lasting client relationships, working independently with support, and leveraging provided training and client-management tools to convert inquiries into lasting coverage solutions.