Client Account Specialist - Remote

Zohorecruit; Monett (MO); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Training program

CRM tools access

Warm leads provided

Ongoing coaching and support

Job summary

Unlock Potential 360 is seeking a Remote Client Account Specialist in Missouri to assist clients who have requested information about life and financial protection coverage. You will guide them through a step-by-step pathway, from needs review to presenting options and completing enrollment.

The role emphasizes building client relationships, maintaining ongoing communication, and working with warm leads and coaching support to achieve results.

Qualifications

• Excellent verbal and written communication skills.
• Ability to work independently with minimal supervision.
• Willingness to obtain a state insurance license; license support provided.
• Driven, coachable and results oriented.

Responsibilities

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

Skills

Strong communication

Interpersonal skills

Independent worker

License readiness

Tools

CRM software

Job description

Monett, United States | Posted on 09/18/2026

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