Remote Client Account Specialist: Life & Protection

Zohorecruit; Olney (IL); Remote; USD 40,000 - 75,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Job summary

Unlock Potential 360 in Olney, IL is hiring a remote Client Account Specialist to help clients explore life and financial protection options and guide them through a step-by-step decision pathway.

The role focuses on outreach to clients who requested information, reviewing needs, presenting options, and supporting them through the process while maintaining ongoing communication to build lasting relationships. Training, coaching, and access to warm leads are provided.

Qualifications

• Strong communication and interpersonal skills.
• Ability to work independently with support.
• Willingness to obtain a state insurance license (licensing support provided).
• Hungry and coachable with a growth mindset.

Responsibilities

• Reach out to clients who have 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

Skills

Strong communication

Interpersonal skills

Independent worker

Insurance licensing readiness

Job description

Unlock Potential 360 in Olney, IL is hiring a remote Client Account Specialist to help clients explore life and financial protection options and guide them through a step-by-step decision pathway.

The role focuses on outreach to clients who requested information, reviewing needs, presenting options, and supporting them through the process while maintaining ongoing communication to build lasting relationships. Training, coaching, and access to warm leads are provided.