Client Account Specialist - Remote

Unlock Potential 360; Town of Foster (WI); Remote; USD 40,000 - 75,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Coaching

Job summary

Unlock Potential 360 in Foster, WI seeks a results-driven client advisor to guide individuals seeking coverage through the insurance process. You’ll review needs, present protection options, and assist clients from information to purchase, while building lasting relationships.

You’ll receive comprehensive training, access to warm leads, client management tools, and ongoing coaching to help you succeed in a commission-based role with benefits available.

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

Strong communication

Interpersonal skills

Job description

Foster, United States

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