Client Account Specialist - Remote

Zohorecruit; Cape Girardeau (MO); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Training program

Client management tools access

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 in the United States is seeking a remote Client Account Specialist to guide clients seeking life and financial protection options.

In this role, you will reach out to clients, review needs, present protection options, and guide them through the process using a step-by-step pathway, building lasting client relationships.

Compensation is commission-based with training, warm leads, and ongoing coaching to support your success.

Qualifications

• Excellent communication and listening skills.
• Ability to work independently with minimal supervision.
• Willingness to obtain a state insurance license with assistance.
• Motivated, coachable and results-driven.

Responsibilities

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

Skills

Strong communication

Interpersonal skills

Tools

CRM software

Job description

Cape Girardeau, United States | Posted on 09/17/2026

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