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Unlock Potential 360

Client Account Specialist - Remote

East Greenwich, USPresencialContratoTempo integral

Publicado 12 de out. de 2026

Esta vaga foi publicada em 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



Resumo da função

Tipo de vaga

Tempo integral

Competências necessárias

Client Communication and Interpersonal SkillsClient Outreach and Lead EngagementNeeds AssessmentInsurance Product PresentationClient Onboarding and Process NavigationClient Follow-up and Ongoing CommunicationClient Relationship Building (long-term retention)CRM / Client Management Tool ProficiencySales and Closing (commission-based selling)Self-directed Remote Work and Time ManagementState Insurance Licensing (willingness/ability to obtain)Coachability and Receptiveness to Coaching

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