Client Account Specialist - Remote

Unlock Potential 360; Marshalltown (IA); A distancia; USD 42.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Descripción de la vacante

Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. You will guide clients through a step-by-step pathway to understand options and complete the process.

Responsibilities include reaching out to clients, reviewing needs, presenting protection options, maintaining follow-up, and building long-term client relationships. Training and coaching are provided.

Formación

• Excellent communication and ability to build relationships.
• Ability to work independently with support.
• Willingness to obtain a state insurance license (assistance provided).
• Self-motivated and coachable.

Responsabilidades

• Reach out to clients who have requested information about coverage.
• Review needs and present available protection options.
• Assist clients through the process and keep follow-up communication.
• Build client-for-life relationships and provide ongoing support.

Conocimientos

Strong communication

Interpersonal skills

Independent worker

License pursuit

Descripción del empleo

Marshalltown, United States

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