Client Account Specialist - Remote
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We are hiring a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage.
We are in a multi-trillion dollar industry because people need our help.
This role focuses on helping clients understand their options and guiding them through the process using a step-by-step pathway.
What You’ll Do
- 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
What We Provide
- Effective training program
- Access to client management tools
- Access to warm leads (no cold calling required)
- Ongoing coaching
Compensation
Compensation is earned through client sales.
Average earnings vary based on activity level, consistency, and results.
Benefits
Available.
Requirements
- Strong communication and interpersonal skills
- Ability to work independently, with support
- Willingness to obtain a state insurance license (assistance provided)
- Hungry and coachable
Who This Role Is Best For
- Individuals that are ready for a change
- Those excited being paid, promoted, recognized for their results
- Candidates who value challenge and support
About Unlock Potential 360
Independent insurance agency providing financial protection solutions.
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