Remote Client Account & Protection Advisor

Zohorecruit; Crisfield (MD); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist in Crisfield, MD to assist clients who request information about life and financial protection coverage. You will guide clients through a step-by-step pathway, review needs, and present suitable protection options.

This role emphasizes strong communication and the ability to work independently with support. Average earnings are commission-based, tied to client sales, with benefits available.

Qualifications

• Strong communication and interpersonal abilities are required.
• Ability to work independently while receiving support.
• Willingness to obtain a state insurance license (assistance provided).
• Hungry, coachable, and performance-driven.

Responsibilities

• Reach out to clients who have requested information about coverage.
• Review needs and present protection options to clients.
• Guide clients through the enrollment process step-by-step.
• Maintain ongoing client communication and follow-up.
• Build long-term client relationships to foster trust and retention.

Skills

Communication skills

Interpersonal skills

Independent work

Insurance license

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist in Crisfield, MD to assist clients who request information about life and financial protection coverage. You will guide clients through a step-by-step pathway, review needs, and present suitable protection options.

This role emphasizes strong communication and the ability to work independently with support. Average earnings are commission-based, tied to client sales, with benefits available.