Client Account Specialist - Remote

Zohorecruit; Beltsville (MD); Hybrid; USD 40,000 - 70,000; Full time

Benefits offered by this job

Training program

CRM tools access

Warm leads provided

Ongoing coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to help clients explore life and financial protection options. You will guide them through a step-by-step pathway and maintain ongoing communication to build long-term relationships.

The role focuses on engaging clients who request information, reviewing their needs, presenting options, and assisting through the enrollment process, with support and coaching as part of a comprehensive training program.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently with minimal supervision.
• Willingness to obtain a state insurance license (training provided).
• Motivated, coachable and results-driven.

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

Willingness to obtain license

Coachable

Job description

Beltsville, United States

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