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Client Account Specialist - Remote

Tontitown, US출근계약직정규직

2026년 10월 7일에 게시됨

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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



직무 요약

직무 유형

정규직

필수 기술

Communication and interpersonal skillsClient outreach and lead follow-upNeeds assessment and client suitability analysisSales and product presentationClient onboarding and process guidanceOngoing client relationship managementCRM and client management tool proficiencyWillingness to obtain state insurance licenseCoachability and receptiveness to feedbackAbility to work independently and self-manageResults-driven/sales performance orientationAdherence to step-by-step processes and procedures

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