Remote Client Account & Protection Advisor

Zohorecruit; Beltsville (MD); Hybrid; USD 40,000 - 70,000; Full time

Benefits offered by this job

Training program

CRM tools access

Warm leads provided

Ongoing coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to help clients explore life and financial protection options. You will guide them through a step-by-step pathway and maintain ongoing communication to build long-term relationships.

The role focuses on engaging clients who request information, reviewing their needs, presenting options, and assisting through the enrollment process, with support and coaching as part of a comprehensive training program.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently with minimal supervision.
• Willingness to obtain a state insurance license (training provided).
• Motivated, coachable and results-driven.

Responsibilities

• Reach out to clients who have requested information about coverage.
• Review needs and present available 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 work

Willingness to obtain license

Coachable

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist to help clients explore life and financial protection options. You will guide them through a step-by-step pathway and maintain ongoing communication to build long-term relationships.

The role focuses on engaging clients who request information, reviewing their needs, presenting options, and assisting through the enrollment process, with support and coaching as part of a comprehensive training program.