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Unlock Potential 360

Unlock Potential 360

Client Account Specialist - Remote

Madison, USOp locatieContractFulltime

Geplaatst 30 sep 2026

Deze baan is geplaatst in het 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



Rolschets

Type baan

Fulltime

Vereiste vaardigheden

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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