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

Compétences requises

Strong verbal communicationInterpersonal skillsConsultative salesNeeds assessmentProduct presentation (life/financial protection options)Client onboarding and process assistanceClient follow-up and ongoing communicationClient relationship management and retentionCRM / client management tools proficiencyLead follow-up and lead qualification (warm leads)State insurance licensing (willingness to obtain and maintain)Coachability and receptiveness to feedbackAbility to work independently / remote self-management

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