Remote Client Advisor – Insurance & Protection

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

Benefits offered by this job

Training program

CRM tools

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage. This role is remote and focused on guiding clients through the information-to-coverage journey from initial contact to ongoing relationship.

You will reach out to information-seeking clients, review needs, present options, and maintain follow-up communication. Training and licensing support are provided to help you succeed.

Qualifications

• Strong communication and interpersonal skills are essential.
• 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

Communication skills

Interpersonal skills

Independence

License readiness

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage. This role is remote and focused on guiding clients through the information-to-coverage journey from initial contact to ongoing relationship.

You will reach out to information-seeking clients, review needs, present options, and maintain follow-up communication. Training and licensing support are provided to help you succeed.