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Unlock Potential 360

Unlock Potential 360

Client Account Specialist - Remote

Concord, USTại chỗHợp đồngToàn thời gian

Đăng 2 thg 10, 2026

Công việc này được đăng bằng 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



Tóm tắt vai trò

Loại công việc

Toàn thời gian

Kỹ năng yêu cầu

Client communicationInterpersonal skillsNeeds assessmentPresenting protection optionsClient onboarding and process guidanceClient follow-up and ongoing communicationClient relationship management (long-term retention)Sales and closing skillsLead follow-up and conversionClient management tool / CRM proficiencyAbility to work independently / self-managementCoachability / receptiveness to feedbackState insurance licensing (willingness to obtain)

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Client Account Specialist - Remote tại Unlock Potential 360 ở Concord | Scovai | Scovai