Remote Life & Protection Client Advisor

Zohorecruit; Rockville (MD); Remote; USD 45,000 - 75,000; 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 is seeking a Remote Client Account Specialist to assist clients requesting information about life and financial protection coverage from Rockville, MD and beyond. You will guide clients through a step-by-step pathway, review their needs, present protection options, and maintain ongoing communication.

The role emphasizes helping clients understand their options, building long-term relationships, and leveraging provided training, tools, and warm leads.

Qualifications

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

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

Insurance license readiness

Tools

CRM

Job description

Unlock Potential 360 is seeking a Remote Client Account Specialist to assist clients requesting information about life and financial protection coverage from Rockville, MD and beyond. You will guide clients through a step-by-step pathway, review their needs, present protection options, and maintain ongoing communication.

The role emphasizes helping clients understand their options, building long-term relationships, and leveraging provided training, tools, and warm leads.