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Unlock Potential 360

Unlock Potential 360

Client Account Specialist - Remote

Orem, USVor OrtVertragVollzeit

Veröffentlicht am 25. Aug. 2026

Diese Stelle wird in EN ausgeschrieben

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



Rollenübersicht

Jobart

Vollzeit

Erforderliche Kompetenzen

Client Communication (verbal and written)Interpersonal Skills and Relationship BuildingClient Needs AssessmentProduct Presentation of Life and Financial Protection OptionsSales Process Execution and ClosingFollow-up and Ongoing Account ManagementWarm Lead Handling and ConversionCRM / Client Management Tool UsageIndependent Work and Self-MotivationCoachability and Receptiveness to FeedbackWillingness to Obtain State Insurance License / Licensing ComplianceTime Management and Consistent Activity LevelsClient Education: Explaining Insurance Concepts Simply

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