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Unlock Potential 360

Client Account Specialist - Remote

Newark, USPresencialContratoTiempo completo

Publicado 25 sept 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 skillsClient needs assessmentInsurance product knowledge (life and financial protection)Sales and closing skillsClient onboarding and application process assistanceClient follow-up and ongoing communication managementClient relationship management and retentionCRM and client management tools proficiencyWarm-lead engagement and lead follow-upAbility to work independently / self-managementWillingness to obtain state insurance license (licensing process knowledge)Coachable attitude and receptiveness to coaching

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