Client Account Specialist - Remote

Unlock Potential 360; Machias (ME); Remote; USD 40,000 - 68,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage. You will guide clients through a step-by-step process, help them understand options, and maintain ongoing communication to foster lasting relationships.

This role emphasizes independent work with strong communication skills and the potential to obtain the required state insurance license with company support.

Qualifications

• Strong communication and interpersonal skills are required.
• Ability to work independently with minimal supervision.
• Willingness to obtain a state insurance license with assistance provided.

Responsibilities

• Reach out to clients who requested information about coverage.
• Review needs and present protection options to clients.
• Guide clients through the enrollment process step by step.
• Maintain follow-up and ongoing client communication.
• Build long-term client relationships and trust.

Skills

Communication skills

Interpersonal skills

Independent work

Job description

Machias, United States | Posted on 08/28/2026

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