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Client Account Specialist - Remote

Havre De Grace, USSur siteContratTemps plein

Publié 22 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

Verbal and written communicationClient needs assessmentProduct presentation (life and financial protection products)Client process navigation and onboardingFollow-up and ongoing client communicationClient relationship management and retentionCommission-based sales and closingCRM / client management tool proficiencyAbility to obtain state insurance licenseAbility to work independently / self-managementCoachability and learning agilityTime management and organizationWarm-lead engagement and qualification

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