Remote Client Account Advisor - Life & Protection

Zohorecruit; Bowie (MD); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Training program

CRM tools

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage.

The role focuses on guiding clients through a step-by-step pathway, reviewing needs, presenting options, and maintaining ongoing client communication to build lasting relationships.

You will work independently with support, receive training, and have access to warm leads and coaching.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently with support.
• Willingness to obtain a state insurance license.
• Motivated and coachable.

Responsibilities

• Reach out to clients who requested information.
• Review client needs and present protection options.
• Guide clients through the application process.
• Maintain follow-up and ongoing communication.
• Build long-term client relationships.

Skills

Communication skills

Interpersonal skills

Independent work

Coachability

CRM tools

Tools

CRM software

Job description

Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage.

The role focuses on guiding clients through a step-by-step pathway, reviewing needs, presenting options, and maintaining ongoing client communication to build lasting relationships.

You will work independently with support, receive training, and have access to warm leads and coaching.