Torna ai jobs
ScovaiScovaiJobs
Unlock Potential 360

Unlock Potential 360

Client Account Specialist - Remote

Whitehall, USIn sedeContrattoTempo pieno

Pubblicato il 11 set 2026

Questa offerta è pubblicata in 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



Informazioni ruolo

Tipo di lavoro

Tempo pieno

Skill richieste

Verbal communicationInterpersonal skillsClient needs assessmentProduct presentation and explanationSales and closing techniquesClient onboarding and process guidanceFollow-up and ongoing client communicationClient relationship management / retentionAbility to work independently / remote work self-managementCoachability and receptiveness to feedbackWillingness/ability to obtain state insurance licenseCRM / client management tools usageHandling inbound/warm leads and lead conversion

Offerte simili

CS

Member Service Representative, Mobile

Community Savings Credit Union

Greater Vancouver, CAIn sedeContrattoTempo pieno
1 ora fa
CS

Loans Interviewer / MSR, Mobile

Community Savings Credit Union

Greater Vancouver, CAIn sedeContrattoTempo pieno
1 ora fa
Jack Laurie Group

Sports Flooring Painting - Subcontracting

Jack Laurie Group

Indianapolis, USIn sedeContrattoTempo pieno
5 ore fa
I8IS INC.

SAP Finance BA

I8IS INC.

Los Angeles, USIn sedeContrattoTempo pieno
9 ore fa
I8IS INC.

SAP Integration BA

I8IS INC.

Los Angeles, USIn sedeContrattoTempo pieno
9 ore fa
Stratford Davis

Remote Business Development Associate

Stratford Davis

Sacramento, USIn sedeContrattoTempo pieno
9 ore fa
Client Account Specialist - Remote presso Unlock Potential 360 a Whitehall | Scovai | Scovai