Remote Client Account Specialist — Life & Protection

Zohorecruit; Lanham (MD); Remote; USD 42,000 - 68,000; 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 is seeking a Remote Client Account Specialist in Lanham, MD area to guide clients through life and financial protection options. You will reach out to interested clients, review needs, and present protection options, while maintaining ongoing communication to build lasting client relationships.

The role emphasizes helping clients understand their choices and guiding them step by step, with training, coaching, and access to warm leads—no cold calling required.

Qualifications

• Strong communication and interpersonal skills required.
• Ability to work independently with support.
• Willingness to obtain a state insurance license (assistance provided).
• Hungry and coachable.

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

Job description

Unlock Potential 360 is seeking a Remote Client Account Specialist in Lanham, MD area to guide clients through life and financial protection options. You will reach out to interested clients, review needs, and present protection options, while maintaining ongoing communication to build lasting client relationships.

The role emphasizes helping clients understand their choices and guiding them step by step, with training, coaching, and access to warm leads—no cold calling required.