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Unlock Potential 360

Client Account Specialist - Remote

Seattle, USPresencialContratoTiempo completo

Publicado 21 ago 2026

Este empleo está publicado en 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



Resumen del puesto

Tipo de empleo

Tiempo completo

Habilidades requeridas

Communication SkillsInterpersonal SkillsClient Needs AssessmentProduct Knowledge (life and financial protection coverage)Presentation SkillsClient Onboarding and AssistanceFollow-up and Relationship ManagementSales and Closing (insurance/financial protection)Warm Lead Management and ConversionCRM / Client Management Tools ProficiencyAbility to Work Independently / Remote Work Self-ManagementCoachability and Receptiveness to CoachingAbility to Obtain State Insurance License (licensing process awareness)

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