Client Account Specialist - Remote

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Posted 6 days ago

Full Time

Ocean Springs, Mississippi

Fully Remote

Smart Summary

Responsibilities

Reach out to clients who have requested life and financial protection coverage to review their needs. Guide clients through the protection process and maintain ongoing communication to build long-term relationships.

Qualifications

You will be responsible for reaching out to clients who have requested information about life and financial protection coverage. You should be able to review client needs, present available options, and guide them through the process. A willingness to obtain a state insurance license is required for this role.

Must Have Skills for ATS

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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