Remote Life & Financial Protection Advisor

Zohorecruit; Mechanicsville (VA); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Training program

CRM tools access

Warm leads (no cold calling)

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to guide clients who request information about life and financial protection coverage. You will help clients understand options and navigate the step-by-step pathway to coverage.

Featuring warm leads, ongoing coaching, and access to client management tools, this role emphasizes building lasting client relationships and achieving sales outcomes with training support.

Qualifications

• Excellent communication and interpersonal abilities.
• Ability to work independently with support as needed.
• Willingness to obtain a state insurance license (assistance provided).

Responsibilities

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

Skills

Communication

Interpersonal skills

Independent worker

Willingness to obtain license

Tools

CRM software

Client management tools

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist to guide clients who request information about life and financial protection coverage. You will help clients understand options and navigate the step-by-step pathway to coverage.

Featuring warm leads, ongoing coaching, and access to client management tools, this role emphasizes building lasting client relationships and achieving sales outcomes with training support.