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Unlock Potential 360

Unlock Potential 360

Client Account Specialist - Remote

Bigfork, USPresencialContratoTempo integral

Publicado 10 de set. 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 skillsNeeds assessment and client intakeProduct presentation and explanation of protection optionsSales and closing skillsFollow-up and ongoing client communicationClient relationship management and retentionUse of client management tools / CRM proficiencyWarm lead management and lead conversionAbility to work independently / self-managementCoachability and receptiveness to training and feedbackWillingness to obtain state insurance license / basic insurance licensing knowledgePerformance-driven activity management (consistency and results orientation)

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Client Account Specialist - Remote em Unlock Potential 360 em Bigfork | Scovai | Scovai