Remote Life & Financial Protection Advisor

Zohorecruit; Bel Air (MD); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to help clients explore life and financial protection options and guide them through a step-by-step process. The role is fully remote and supports clients in Bel Air, MD and beyond.

You will reach out to interested clients, review their needs, present suitable options, and assist them through the journey while maintaining ongoing communication. Training, coaching, and tools are provided to help you succeed.

Qualifications

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

Responsibilities

• Reach out to clients who 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

License readiness

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist to help clients explore life and financial protection options and guide them through a step-by-step process. The role is fully remote and supports clients in Bel Air, MD and beyond.

You will reach out to interested clients, review their needs, present suitable options, and assist them through the journey while maintaining ongoing communication. Training, coaching, and tools are provided to help you succeed.