Client Account Specialist - Remote

Unlock Potential 360; Creswell (OR); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Training program

CRM access

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist in Creswell, NC area to assist clients interested in life and financial protection coverage. You will guide clients through information requests and options, driving them through a step-by-step process and maintaining ongoing communication.

Training and coaching are provided, with access to client management tools and warm leads. The role emphasizes relationship-building, independence with support, and earning through client

Qualifications

• Excellent communication and interpersonal abilities.
• Ability to work autonomously while keeping supervisor informed.
• Willingness to pursue state insurance licensure with assistance provided.

Responsibilities

• Reach out to clients who requested information about coverage.
• Review client needs and present protection options.
• Assist clients through the process and guide them step-by-step.
• Maintain follow-up and ongoing client communication.
• Build lasting client relationships.

Skills

Strong communication

Interpersonal skills

Independent with support

Willingness to obtain license

Job description

Creswell, United States | Posted on 09/03/2026

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