Client Account Specialist - Remote

Zohorecruit; Mechanicsville (VA); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Training program

CRM tools access

Warm leads (no cold calling)

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to guide clients who request information about life and financial protection coverage. You will help clients understand options and navigate the step-by-step pathway to coverage.

Featuring warm leads, ongoing coaching, and access to client management tools, this role emphasizes building lasting client relationships and achieving sales outcomes with training support.

Qualifications

• Excellent communication and interpersonal abilities.
• Ability to work independently with support as needed.
• Willingness to obtain a state insurance license (assistance provided).

Responsibilities

• Reach out to clients who requested information about coverage and products.
• Review needs and present protection options to clients.
• Assist clients through the enrollment and decision process.
• Maintain follow-up and ongoing client communication to build relationships.

Skills

Communication

Interpersonal skills

Independent worker

Willingness to obtain license

Tools

CRM software

Client management tools

Job description

Mechanicsville, United States | Posted on 09/22/2026

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