Client Account Specialist - Remote

Unlock Potential 360; New York (NY); Remote; USD 35,000 - 70,000; Full time

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. You’ll guide them through a step-by-step pathway and help them understand their options.

You’ll reach out to qualified leads, review needs, present protection options, and manage ongoing client communication, building long-term relationships while receiving training and access to client management tools.

Qualifications

• Strong communication and interpersonal skills
• Ability to work independently, with support
• Willingness to obtain a state insurance license (assistance provided)
• Hungry and coachable

Responsibilities

• 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

Skills

Strong communication

Interpersonal skills

Work independently

Insurance license readiness

Coachable

Job description

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