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Unlock Potential 360

Client Account Specialist - Remote

Cleveland, USPresencialContratoTiempo completo

Publicado 6 oct 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 and interpersonal skillsNeeds assessment and product presentation (life and financial protection)Client onboarding and process guidance (step-by-step pathway)Client follow-up and ongoing relationship managementLead follow-up and conversion (warm leads)CRM / client management tool proficiencyInsurance licensing awareness and willingness to obtain state insurance licenseSales closing and results-driven performanceSelf-management and remote work disciplineCoachability and receptiveness to coaching/feedbackTime management and consistency in activityProcedural adherence and compliance with sales/process steps

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