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Unlock Potential 360

Client Account Specialist - Remote

Madison, USOn-siteContractFull-time

Posted Sep 30, 2026

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



Role snapshot

Job type

Full-time

Required skills

Lead engagement and outreachClient needs assessmentProduct presentation and benefits explanation (life and financial protection)Client onboarding and application assistanceClient follow-up and ongoing communicationClient relationship management (building long-term client-for-life relationships)Sales and lead conversion (closing deals)Verbal and written communication and interpersonal skillsRemote work and self-managementState insurance licensing knowledge and complianceCRM and client management tool usageCoachability and receptiveness to feedback/coaching

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