Client Account Specialist - Remote

Unlock Potential 360; Town of Seneca (NY); Remote; USD 45,000 - 75,000; Full time

Job summary

Zohorecruit is seeking a remote Client Account Specialist in Seneca, NY, to assist clients asking about life and financial protection coverage. You will guide clients through a step-by-step pathway, review needs, present options, and maintain ongoing communication while building long-term relationships.

The role offers training, access to client management tools, warm leads, and ongoing coaching. Compensation is commission-based with benefits available, and support for obtaining an insurance

Qualifications

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

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

License readiness

Tools

CRM software

Job description

Seneca, United States | Posted on 10/09/2026

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