Client Account Specialist - Remote

Unlock Potential 360; Rio Rancho (NM); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to help clients explore life and financial protection options and guide them through a straightforward decision pathway from Rio Rancho, NM. You will reach out to interested clients, present protection plans, and support the application process.

With access to warm leads, training, and ongoing coaching, you will maintain follow-up and build lasting client relationships while earning compensation based on sales activity and

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently with support.
• Willingness to obtain a state insurance license; license assistance provided.
• Motivated, coachable and results-driven.

Responsibilities

• Reach out to clients who requested information about coverage.
• Review needs and present available protection options.
• Assist clients through the process of applying for coverage.
• Maintain follow-up and ongoing client communication.
• Build client-for-life relationships.

Skills

Strong communication skills

Interpersonal skills

Independent work with support

Willingness to obtain insurance lic.

Job description

Rio Rancho, United States | Posted on 10/19/2026

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