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Remote Client Advocate – Life and Financial Protection

Remote / Online - Candidates ideally in
Columbus, Franklin County, Ohio, 43085, USA
Listing for: Unlock Potential 360
Remote/Work from Home position
Listed on 2026-08-01
Job specializations:
  • Sales
    Remote Sales, Insurance Sales, Customer Success Mgr./ CSM, Financial Sales
Salary/Wage Range or Industry Benchmark: 40000 - 70000 USD Yearly USD 40000.00 70000.00 YEAR
Job Description & How to Apply Below

Unlock Potential 360 in Westerville, OH is hiring a remote Client Account Specialist to assist clients who requested information about life and financial protection coverage. You will guide them through a step-by-step pathway, helping them understand their options and move toward a decision.

This role emphasizes client education, follow-up, and relationship building, with training and access to client management tools.

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