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Unlock Potential 360

Client Account Specialist - Remote

Mount Pleasant, USفي الموقععقددوام كامل

تم النشر في 8 أكتوبر 2026

تم نشر هذه الوظيفة باللغة EN

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



ملخص الدور

نوع الوظيفة

دوام كامل

المهارات المطلوبة

Verbal and written communicationInterpersonal skillsNeeds assessment (client needs analysis)Sales and closing techniquesInsurance product knowledge (life and financial protection)Client onboarding and process guidanceClient relationship management (build long-term client relationships)CRM / client management toolsIndependent work and self-managementCoachability and receptiveness to feedbackState insurance licensing readiness / ability to obtain licenseFollow-up and lead management (warm lead handling)

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