Client Account Specialist - Remote

Unlock Potential 360; Town of Smithfield (NY); À distance; USD 45 000 - 65 000; Plein temps

Avantages offerts par ce poste

Training program

Client management tools

Warm leads

Ongoing coaching

Résumé du poste

Unlock Potential 360 is seeking a remote Client Account Specialist to help clients understand life and financial protection options. You will guide them through a step-by-step pathway and build lasting relationships, all while leveraging provided training and coaching.

The role emphasizes contacting interested clients, presenting protection options, and supporting clients through the enrollment process with ongoing communication and care.

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 requested information about coverage.
• Review needs and present protection options.
• Assist clients through the process.
• Maintain follow-up and ongoing client communication.
• Build client-for-life relationships.

Connaissances

Communication

Self-motivation

Licensing support

Coachable

Description du poste

Smithfield, United States | Posted on 10/12/2026

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