Remote Client Account Advisor Financial Protection
Remote / Online - Candidates ideally in
Lake Oswego, Clackamas County, Oregon, 97034, USA
Listed on 2026-09-06
Lake Oswego, Clackamas County, Oregon, 97034, USA
Listing for:
Unlock Potential 360
Remote/Work from Home
position Listed on 2026-09-06
Job specializations:
-
Customer Service/HelpDesk
Customer Success Management, Client Relationship Management -
Sales
Customer Success Management, Client Relationship Management
Job Description & How to Apply Below
Unlock Potential 360 is seeking a remote Client Account Specialist to help clients explore life and financial protection options. Based remotely in the United States, you will guide clients through a step-by-step pathway, answering questions and coordinating next steps.
The role emphasizes relationship-building and ongoing client communication. The position provides training, access to client management tools, warm leads (no cold calling), and ongoing coaching to support success in a
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