Remote Life & Protection Client Advisor

Zohorecruit; Leonardtown (MD); Remote; USD 42,000 - 62,000; Full time

Benefits offered by this job

Training program

Warm leads

Coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist in the Leonardtown area to assist clients seeking information about life and financial protection coverage. The role focuses on guiding clients through a step-by-step process and building lasting relationships.

The position offers training, access to client management tools, and coaching with warm leads. Compensation is earned through sales, with benefits available and opportunities for growth.

Qualifications

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

Responsibilities

• Reach out to clients who requested information about coverage.
• Review needs and present protection options.
• Assist clients through the process and maintain follow-up.
• Build long-term client relationships.

Skills

Strong communication

Interpersonal skills

Independent work

Willingness to obtain license

Tools

Client management tools

Job description

Unlock Potential 360 is seeking a remote Client Account Specialist in the Leonardtown area to assist clients seeking information about life and financial protection coverage. The role focuses on guiding clients through a step-by-step process and building lasting relationships.

The position offers training, access to client management tools, and coaching with warm leads. Compensation is earned through sales, with benefits available and opportunities for growth.