Client Account Specialist - Remote

Unlock Potential 360; Aiea (HI); Remote; USD 50,000 - 90,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage. The role focuses on guiding clients through a step-by-step pathway and maintaining ongoing communication to build lasting relationships.

Ideal candidates are motivated, coachable, and capable of working independently with provided training, tools, and warm leads. Licensure support is provided to obtain a state insurance license as needed.

Qualifications

• Excellent written and verbal communication.
• Ability to work independently while receiving support.
• Willingness to obtain a state insurance license (licensing assistance provided).
• Coachable and driven to achieve results.

Responsibilities

• Reach out to clients who requested information about coverage.
• Review needs and present protection options to clients.
• Assist clients through the enrollment process and follow up.
• Maintain ongoing client communication and build relationships for long-term service.
• Guide clients through a step-by-step pathway to coverage.

Skills

Strong communication

Interpersonal skills

Job description

Aiea, United States | Posted on 08/07/2026

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