Client Account Specialist - Remote

Unlock Potential 360; Council Bluffs (IA); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage. You will guide them through a step-by-step pathway, reviewing needs and presenting protection options.

You will reach out to clients, assist through the process, and maintain ongoing communication while building lasting client relationships. Training and coaching are provided, with access to client management tools and warm leads.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently with support.
• Willingness to obtain a state insurance license (assistance provided).
• Hungry and coachable, eager to grow in life and financial protection field.

Responsibilities

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

Skills

Strong communication

Interpersonal skills

Independent work

Coachable

Job description

Council Bluffs, United States | Posted on 10/15/2026

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