Remote Client Protection Advisor

Zohorecruit; Potomac (MD); Remote; USD 45,000 - 80,000; Full time

Benefits offered by this job

Training program

CRM access

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is hiring a remote Client Account Specialist in Potomac, MD. You will engage clients seeking life and financial protection information, present options, and guide them through enrollment.

The role emphasizes relationship-building and ongoing client communication to ensure satisfaction. Ideal candidates will communicate clearly, work independently, and be willing to obtain a state insurance license with company support.

Qualifications

• Excellent verbal and written communication skills.
• Ability to work autonomously with minimal supervision.
• Willingness to obtain a state insurance license (assistance provided).
• Motivated, coachable and results-driven.

Responsibilities

• Reach out to clients who requested information about coverage.
• Review needs and present protection options to clients.
• Assist clients through the enrollment and decision process.
• Maintain ongoing client communication and follow-up.
• Build lasting client relationships.

Skills

Strong communication

Interpersonal skills

Independent work

Coachable

Tools

Client management tools

Job description

Unlock Potential 360 is hiring a remote Client Account Specialist in Potomac, MD. You will engage clients seeking life and financial protection information, present options, and guide them through enrollment.

The role emphasizes relationship-building and ongoing client communication to ensure satisfaction. Ideal candidates will communicate clearly, work independently, and be willing to obtain a state insurance license with company support.