Client Account Specialist - Remote

Unlock Potential 360; Wyoming; Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Training program

CRM tools

Warm leads

Coaching

Job summary

Unlock Potential 360 is seeking a remote Client Account Specialist to help clients explore life and financial protection options, guiding them through a clear step-by-step process.

You will build lasting relationships, review needs, present protection options, and manage ongoing communications. Training and access to warm leads are provided, with license support for state requirements.

Qualifications

• Excellent verbal and written communication required.
• Ability to work independently with minimal supervision.
• Willingness to obtain a state insurance license (license support provided).
• Coachable mindset and eagerness to achieve results.

Responsibilities

• Reach out to clients who have requested information about coverage.
• Review needs and present available protection options.
• Assist clients through the process and documentation steps.
• Maintain follow-up and ongoing client communication.
• Build client-for-life relationships through trust and service.

Skills

Strong communication

Interpersonal skills

Independent work

State insurance license readiness

Coachable

Job description

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