Client Account Specialist - Remote

Unlock Potential 360; Truth or Consequences (NM); Remote; USD 33,000 - 112,000; Full time

Benefits offered by this job

Training program

CRM tools

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to support clients seeking information about life and financial protection options. You’ll guide them through a step-by-step pathway, review needs, present protection options, and maintain ongoing communication to build lasting relationships.

Ideal candidates have strong communication, can work independently with support, are coachable, and are willing to obtain a state insurance license with provided assistance.

Qualifications

• Excellent communication and interpersonal abilities.
• Ability to work independently with support when needed.
• Willingness to obtain a state insurance license (licensing support provided).
• Highly motivated, coachable and target-driven.

Responsibilities

• Reach out to clients who requested information about coverage.
• Review client needs and present protection options.
• Guide clients through the process with a step-by-step approach.
• Maintain follow-up and ongoing client communication to build relationships.
• Support clients in achieving coverage goals.

Skills

Communication skills

Independent work

License pursuit

Coachable

Tools

CRM software

Job description

Truth Or Consequences, United States | Posted on 10/20/2026

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