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Unlock Potential 360

Unlock Potential 360

Client Account Specialist - Remote

Guilford, USSur siteContratTemps plein

Publié 30 sept. 2026

Cet emploi est publié 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



Aperçu du poste

Type de poste

Temps plein

Compétences requises

Client outreach and engagementNeeds assessment and qualificationInsurance product knowledge (life and financial protection)Solution presentation and explanationSales and closing techniquesClient onboarding and process guidanceFollow-up and ongoing client communicationClient relationship building and retentionUse of client management tools / CRMWarm lead handling and lead managementIndependent work and self-managementStrong verbal and interpersonal communicationWillingness to obtain state insurance license / licensing complianceCoachability and receptiveness to feedback

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Client Account Specialist - Remote chez Unlock Potential 360 à Guilford | Scovai | Scovai