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Client Account Specialist - Remote

Olympia, US现场合同制全职

发布于 2026年8月24日

此职位以 EN 发布

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



职位概览

工作类型

全职

所需技能

Client Communication and Interpersonal SkillsClient Needs AssessmentLife and Financial Protection Insurance KnowledgeInsurance Sales and ClosingClient Relationship ManagementCRM Software ProficiencyWarm Lead Management and Follow-upProcess-driven Client Guidance / OnboardingState Insurance Licensing (ability to obtain and comply)Independent Work and Time ManagementCoachable / Receptive to Feedback and CoachingResults-oriented / Performance-driven Sales Focus

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