Client Account Specialist - Remote

Unlock Potential 360; Royal Oak (MI); Remote; USD 45,000 - 75,000; Full time

Job summary

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

The role emphasizes building lasting client relationships, following up consistently, and leveraging warm leads with ongoing coaching and training. Compensation is tied to client sales and benefits are provided.

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

Communication

Interpersonal skills

Job description

Royal Oak, United States | Posted on 08/12/2026

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