Client Account Specialist - Remote

Unlock Potential 360; Fernley (NV); A distancia; USD 40.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Training program

Warm leads

Coaching

Management tools

Descripción de la vacante

Unlock Potential 360 is hiring a remote Client Account Specialist to help clients explore life and financial protection options. You will guide clients through a step-by-step process and nurture ongoing relationships from a secure, home-based setup.

The role emphasizes understanding client needs, presenting suitable protection options, and maintaining regular communication to build client-for-life relationships. Training is provided and licensing assistance is offered to qualified candidates.

Formación

• Excellent communication and interpersonal abilities.
• Ability to work independently with minimal supervision.
• Willingness to obtain state insurance license (assistance provided).

Responsabilidades

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

Conocimientos

Communication skills

Independent worker

Willing to obtain license

Herramientas

CRM software

Descripción del empleo

Fernley, United States | Posted on 10/21/2026

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