Remote Client Protection Specialist

Zohorecruit; Elkridge (MD); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Coaching and development

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. You will guide them through options and support them through the process using a step-by-step pathway.

This role emphasizes building lasting client relationships, maintaining follow-up, and providing clear, compassionate explanations. You will access training and client management tools, with coaching to help you succeed.

Qualifications

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

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

State license readiness

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. You will guide them through options and support them through the process using a step-by-step pathway.

This role emphasizes building lasting client relationships, maintaining follow-up, and providing clear, compassionate explanations. You will access training and client management tools, with coaching to help you succeed.