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Unlock Potential 360

Client Account Specialist - Remote

Bristol, USIn sedeContrattoTempo pieno

Pubblicato il 29 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

Client CommunicationInterpersonal SkillsSales and ClosingProduct Presentation (life and financial protection options)Sales Process Guidance and Client OnboardingClient Follow-up and RetentionCRM / Client Management ToolsIndependent Work / Self-ManagementAbility to Obtain State Insurance LicenseCoachability and Receptiveness to CoachingLead Management (handling warm leads)Activity and Performance Consistency / Time Management

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