Remote Client Protection Advisor – Life & Finances

Zohorecruit; Baltimore (MD); Remote; USD 30,000 - 60,000; 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 in Baltimore, MD is seeking a Client Account Specialist to assist clients who request information about life and financial protection coverage. This remote role focuses on guiding clients through options with a step-by-step pathway and building lasting client relationships.

You will communicate clearly, work independently with support, and may pursue a state insurance license with company assistance.

Qualifications

• Excellent communication and interpersonal abilities.
• Ability to work independently with some supported structure.
• Willingness to obtain a state insurance license with company assistance.
• Motivated, coachable, and results-driven.

Responsibilities

• Reach out to clients who requested information about coverage.
• Review needs and present protection options.
• Assist clients through the process and guide them step-by-step.
• Maintain follow-up and ongoing client communication.
• Build long-term client relationships.

Skills

Strong communication

Interpersonal skills

Independent work

Coachable mindset

Job description

Unlock Potential 360 in Baltimore, MD is seeking a Client Account Specialist to assist clients who request information about life and financial protection coverage. This remote role focuses on guiding clients through options with a step-by-step pathway and building lasting client relationships.

You will communicate clearly, work independently with support, and may pursue a state insurance license with company assistance.