Client Account Specialist - Remote
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Unlock Potential 360
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Client Account Specialist - Remote
Unlock Potential 360
Posted 2 months ago
Full Time
, Arizona
Fully Remote
Smart Summary
Responsibilities
The role involves reaching out to clients to review their life and financial protection needs and presenting suitable coverage options. You will guide clients through the application process while maintaining ongoing communication to build long-term relationships.
Qualifications
This remote Client Account Specialist role involves assisting clients with life and financial protection coverage inquiries. Key responsibilities include reaching out to warm leads, understanding client needs, presenting options, and guiding them through the process. Successful candidates will possess strong communication and interpersonal skills, the ability to work independently, and a willingness to obtain a state insurance license.
Job Description
Description :
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
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