Client Account Specialist - Remote

Unlock Potential 360; Sunland Park (NM); Remote; USD 35,000 - 65,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads (no cold calling)

Job summary

Unlock Potential 360 in Sunland Park, United States, is seeking a remote Client Account Specialist to assist clients who request information about life and financial protection coverage.

You will guide clients through a step-by-step process, present protection options, follow up consistently, and build long-term client relationships while working from home with support and coaching.

Qualifications

• Excellent communication and interpersonal abilities.
• Ability to work independently with some oversight.
• Willingness to obtain a state insurance license (licensing assistance provided).
• Motivated, coachable and results-driven.

Responsibilities

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

Skills

Strong communication

Interpersonal skills

Independent work

Coachable

Tools

Client management tools

State insurance license (pending) guidance provided

Job description

Sunland Park, United States

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