Client Account Specialist - Remote

Unlock Potential 360; South Carolina; À distance; USD 42 000 - 66 000; Plein temps

Résumé du poste

Unlock Potential 360 in Charleston, United States is seeking a remote Client Account Specialist to help clients explore life and financial protection options. You will guide them through a step-by-step pathway, answering questions and presenting protection choices. The role emphasizes building long-term client relationships and ongoing communication.

The position offers training, access to client-management tools, warm leads, and ongoing coaching to support success in a remote work setup.

Qualifications

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

Responsabilités

• 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.

Connaissances

Communication

Interpersonal skills

Independent worker

License readiness

Description du poste

Charleston, United States | Posted on 10/13/2026

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