Client Account Specialist - Remote

Unlock Potential 360; Kentucky; Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Ongoing coaching

Job summary

Unlock Potential 360 is hiring a remote Client Account Specialist to support clients seeking information about life and financial protection coverage. You will guide clients through a step-by-step process, assessing needs and presenting suitable options while maintaining ongoing communication.

The role emphasizes building long-term relationships, helping clients understand their choices, and working with a team to provide education and support. Remote position with coaching and training provided.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently with support as needed.
• Willingness to obtain/state insurance license (assistance provided).
• Motivated, coachable and results-oriented.

Responsibilities

• 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

Skills

Strong communication

Interpersonal skills

Independent work

Insurance license prep

Job description

Henderson, 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