Client Account Specialist - Remote

Unlock Potential 360; New Martinsville (WV); A distancia; USD 42.000 - 60.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Training program

Client management tools

Warm leads

Coaching program

Descripción de la vacante

Unlock Potential 360 in New Martinsville, WV, is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage.

This role guides clients through a step-by-step process, reviews needs, presents options, and builds lasting relationships while working with warm leads and comprehensive training.

Formación

• Strong communication and interpersonal skills.
• Ability to work independently, with support.
• Willingness to obtain a state insurance license (assistance provided).
• Hungry 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.
• Maintain follow-up and ongoing client communication.
• Build client-for-life relationships.

Conocimientos

Communication

Interpersonal skills

Independent work

Willingness to obtain license

Herramientas

CRM software

Descripción del empleo

New Martinsville, United States | Posted on 10/15/2026

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