Remote Client Account Advisor - Life & Financial Protection

Zohorecruit; Gaithersburg (MD); Remote; USD 42,000 - 56,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Ongoing coaching

Job summary

Unlock Potential 360 in Gaithersburg, MD is seeking a remote Client Account Specialist to help clients understand life and financial protection options. You’ll guide them through a step-by-step pathway using warm leads and supportive coaching.

You’ll build long-term client relationships, outreach to inquiries, review needs, present options, and assist through the application process. Training is provided with licensing support available.

Qualifications

• Strong communication and interpersonal skills required.
• Ability to work independently with support.
• Willingness to obtain a state insurance license (licensing assistance provided).
• Motivated, coachable, and results-driven.

Responsibilities

• Reach out to clients who requested information about coverage.
• Review needs and present 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 worker

Coachable

Tools

Client management tools

Job description

Unlock Potential 360 in Gaithersburg, MD is seeking a remote Client Account Specialist to help clients understand life and financial protection options. You’ll guide them through a step-by-step pathway using warm leads and supportive coaching.

You’ll build long-term client relationships, outreach to inquiries, review needs, present options, and assist through the application process. Training is provided with licensing support available.