Client Account Specialist - Remote

Zohorecruit; Bowie (MD); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Training program

CRM tools

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage.

The role focuses on guiding clients through a step-by-step pathway, reviewing needs, presenting options, and maintaining ongoing client communication to build lasting relationships.

You will work independently with support, receive training, and have access to warm leads and coaching.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently with support.
• Willingness to obtain a state insurance license.
• Motivated and coachable.

Responsibilities

• Reach out to clients who requested information.
• Review client needs and present protection options.
• Guide clients through the application process.
• Maintain follow-up and ongoing communication.
• Build long-term client relationships.

Skills

Communication skills

Interpersonal skills

Independent work

Coachability

CRM tools

Tools

CRM software

Job description

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