Client Account Specialist - Remote

Unlock Potential 360; Corrales (NM); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. You will guide customers through a simple, step-by-step process to help them understand options and move toward coverage.

This role emphasizes strong communication, independence with support, and the opportunity to earn through client sales. Training is provided, licensing assistance available, and you’ll build lasting client

Qualifications

• Excellent written and verbal communication.
• Able to work independently with support.
• Willing to obtain a state insurance license (training provided).

Responsibilities

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

Skills

Communication skills

Interpersonal skills

Ability to work independently

Licensing willingness

Job description

Corrales, United States | Posted on 10/20/2026

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