Client Account Specialist - Remote

Unlock Potential 360; Espanola (NM); Remote; USD 35.000 - 55.000; Vollzeit

Benefits dieser Stelle

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Zusammenfassung

Unlock Potential 360 is hiring a remote Client Account Specialist in Espanola, NM. The role focuses on guiding clients through life and financial protection options, using a step-by-step pathway and warm leads to support sales.

You will reach out to interested clients, review needs, present options, and assist throughout the process while maintaining ongoing communication and building long-term relationships. Training and coaching are provided.

Qualifikationen

• Excellent communication and interpersonal abilities.
• Ability to work independently with support.
• Willingness to obtain a state insurance license (training provided).
• Motivated, coachable and target-driven.

Aufgaben

• 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 client communication.
• Build client-for-life relationships.

Kenntnisse

Strong communication

Interpersonal skills

Independent worker

Willingness to obtain license

Coachable

Jobbeschreibung

Espanola, 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