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Remote Client Protection Advisor
Remote / Online - Candidates ideally in
Ojai, Ventura County, California, 93023, USA
Listed on 2026-07-19
Ojai, Ventura County, California, 93023, USA
Listing for:
Unlock Potential 360
Remote/Work from Home
position Listed on 2026-07-19
Job specializations:
-
Sales
Insurance Sales -
Finance & Banking
Insurance Sales
Job Description & How to Apply Below
Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. You’ll guide them through a step-by-step pathway, helping them understand options and move toward coverage.
In this role you’ll reach out to those who have shown interest, review needs, present protection options, and maintain ongoing client communication to build lasting relationships.
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