Client Account Specialist - Remote

Unlock Potential 360; City of Middletown (NY); À distance; USD 60 000 - 110 000; Plein temps

Avantages offerts par ce poste

Effective training program

Access to client management tools

Access to warm leads

Ongoing coaching

Résumé du poste

Unlock Potential 360 in Middletown, NY is seeking a motivated sales professional to engage with clients who have requested information about coverage. You will review needs, present protection options, and guide clients through the purchase process.

This role emphasizes ongoing communication, follow-up, and building long-term client relationships. Training, coaching, and access to warm leads are provided to support your success.

Qualifications

• Strong communication and interpersonal skills.
• Ability to work independently, with support.
• Willingness to obtain a state insurance license (assistance provided).
• Hungry and coachable.

Responsabilités

• 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.

Connaissances

Strong communication and interpersonal

Description du poste

Middletown, United States | Posted on 10/12/2026

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