Client Account Specialist - Remote

Zohorecruit; Potomac (MD); Remote; USD 45,000 - 80,000; Full time

Benefits offered by this job

Training program

CRM access

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is hiring a remote Client Account Specialist in Potomac, MD. You will engage clients seeking life and financial protection information, present options, and guide them through enrollment.

The role emphasizes relationship-building and ongoing client communication to ensure satisfaction. Ideal candidates will communicate clearly, work independently, and be willing to obtain a state insurance license with company support.

Qualifications

• Excellent verbal and written communication skills.
• Ability to work autonomously with minimal supervision.
• Willingness to obtain a state insurance license (assistance provided).
• Motivated, coachable and results-driven.

Responsibilities

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

Skills

Strong communication

Interpersonal skills

Independent work

Coachable

Tools

Client management tools

Job description

Potomac, United States | Posted on 09/21/2026

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