Unlock Potential 360
Client Account Specialist - Remote
Posted Aug 26, 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
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Reach out to clients who have requested information about coverage
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Review needs and present available protection options
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Assist clients through the process
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Maintain follow-up and ongoing client communication
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Build client-for-life relationships
What We Provide
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Effective training program
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Access to client management tools
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Access to warm leads (no cold calling required)
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Ongoing coaching
Compensation
Compensation is earned through client sales. Average earnings vary based on activity level, consistency, and results. Benefits Available.
Requirements
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Strong communication and interpersonal skills
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Ability to work independently, with support
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Willingness to obtain a state insurance license (assistance provided)
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Hungry and coachable
Who This Role Is Best For
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Individuals that are ready for a change
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Those excited being paid, promoted, recognized for their results
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Candidates who value challenge and support
Role snapshot
Job type
Full-time
Required skills
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