Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Account Specialist - Remote

Unlock Potential 360

Job 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
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Account Specialist - Remote in King of Prussia, PA vacancy
  •  ...To support the billing and collections department, the full-time remote Client Account Specialist will manage aged accounts receivable, facilitate timely collections, and maintain accurate records while collaborating with billing attorneys and specialists. Key Responsibilities... 
    Remote work
    Full time

    Virtual Vocations Inc

    United States
    4 days ago
  •  ...open for 30 days, from 24-Jul-2026. The posting may close early due to the volume of applicants. If you find yourself looking for a fulfilling career, the Client Account Administrator (CAA) - Remote role may Administrator, Account, Client Relations, Accounting, Client... 
    Remote work

    Edward D. Jones & Co., L.P.

    Los Altos, CA
    2 days ago
  •  ...Remote Client Account Specialist 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... 
    Remote work

    Unlock Potential 360

    Lincoln, NE
    5 days ago
  •  ...Unlock Potential 360 is hiring a remote Client Account Specialist in Junction City, Kansas. This role focuses on helping clients navigate options for life and financial protection coverage through a step-by-step process. Ideal candidates will have strong communication... 
    Remote work

    Unlock Potential 360

    Junction City, KS
    2 days ago
  • $74k - $117k

     ...Chapman and Cutler LLP is seeking a motivated Senior Client Accounts Specialist to join the Financial Management Department. The Senior Client Accounts...  ...an in-office presence but includes flexibility for some remote work. Responsibilities Responsible for ownership of the... 
    Remote work
    Work at office

    Chapman & Cutler

    Chicago, IL
    2 days ago
  •  ...Remote Client Account Specialist About the Role: Nuvant is seeking Client Account Specialists to join our growing team. In this role, you’ll be the first point of contact for individuals and small businesses exploring financial solutions. You’ll work closely with prospective... 
    Remote work
    Flexible hours

    Nuvant Consulting Group

    New York, NY
    3 days ago
  •  ...completion of the probationary period. JOB OVERVIEW The New Client Accounts Specialist - Onboarding serves as a point of contact for establishing...  ...environment, which may include a corporate office setting or a remote/home office environment, and routinely uses standard office... 
    Remote work
    Work experience placement
    Work at office
    Home office
    Night shift
    Weekend work

    Equity Trust Company

    Fort Myers Beach, FL
    2 days ago
  • $79.28k - $109.01k

     ...Job Description: Title : Sales Account Specialist (PRO) Location: Brainerd, MN; East Farmington...  ..., Nebraska, Iowa Workstyle: Remote This role will require a minimum of 4...  ...products as their primary diet for their clients. Collaborate with your team and other... 
    Remote work
    Full time
    Part time
    Visa sponsorship
    Relocation package
    Flexible hours
    Night shift

    Mars

    United States
    2 days ago
  •  ...Managing timelines and budgets for multiple campaigns, the full-time remote Account Management Specialist will coordinate cross-functional teams and maintain project documentation to ensure timely and accurate campaign delivery. Key Responsibilities: Creates and maintains... 
    Remote work
    Full time

    Virtual Vocations Inc

    United States
    1 day ago
  •  ...A growing insurance company is seeking a Client Account Representative to work from home. This role offers flexibility and unlimited earning...  ..., and building strong relationships. Join us to take back your time and build a rewarding career remotely. #J-18808-Ljbffr... 
    Remote work
    Work from home

    American Income Life

    California, MO
    2 days ago
  •  ...PURPOSE As an Account Specialist, you will be a part of a dynamic, collaborative, and hardworking...  ...they arise. You will partner with our clients and coworkers to solve issues,...  ...Ability to work as a team and in a remote setting Exceptional verbal and written... 
    Remote work
    Monday to Friday

    Globaltranz

    Hopkins, MN
    3 days ago
  •  ...maintaining strong relationships with assigned business accounts, the full-time remote Account Review Specialist will serve as the primary contact for operational...  ...high service satisfaction through effective client communication. Key responsibilities Serve as the main... 
    Remote work
    Full time

    Virtual Vocations Inc

    United States
    4 days ago
  •  ...Triumph Higher Education LLC is seeking an experienced Student Accounts Processor for a fully remote role. You will post receivables, refunds, and waivers while interfacing with Admissions, Financial Aid, and students to ensure accurate accounting and compliance with the... 
    Remote work
    Work at office

    Auguste Escoffier School of Culinary Arts

    Boulder, CO
    2 days ago
  •  ...Managing an assigned portfolio of business accounts, the remote temporary Customer Account Specialist will ensure a positive customer experience, deliver guidance and service to clients, and coordinate with internal teams to support ongoing business goals. Key Responsibilities... 
    Remote work
    Temporary work

    Virtual Vocations Inc

    United States
    4 days ago
  •  ...Supporting the sales team in a remote capacity, the full-time Account Specialist will assist with customer management, item set-ups, sales data analysis, and in-store activations for e.l.f. Cosmetics and e.l.f. SKIN at Ulta and the Specialty Channel. Key responsibilities... 
    Remote work
    Full time
    Work at office

    Virtual Vocations Inc

    United States
    2 days ago
  •  ...the execution of go-to-market sales plans, the full-time Key Account Sales Specialist will manage critical account processes and collaborate with...  ...to drive customer growth and business objectives in a remote environment. Key responsibilities Execute sales plans and... 
    Remote work
    Full time

    Virtual Vocations Inc

    United States
    2 days ago
  •  ...Managing high-dollar and complex insurance accounts, the fully remote Account Resolution Specialist III will resolve escalated claims, submit accurate medical claims, and ensure compliance with payer requirements while meeting productivity and quality goals. Key responsibilities... 
    Remote work

    Virtual Vocations Inc

    United States
    2 days ago
  • $81.2k - $150.8k

     ...Job Description Summary #LI-Remote This is a field-based and remote opportunity supporting key accounts in an assigned geography. Novartis is unable to...  ...for this position. As a Territory Account Specialist (TAS), you'll lead with purpose - crafting personalized... 
    Remote work
    Local area
    Home office
    Visa sponsorship
    Relocation package

    Novartis Group Companies

    Rapid City, SD
    1 day ago
  •  ...For more information about AbbVie, please visit us at  Follow @abbvie on LinkedIn, Facebook, Instagram, X and YouTube. The Account Specialist role promotes a product to community practices and health systems. Customer accounts may include community/private practices,... 
    Remote work
    Temporary work
    Private practice
    Local area
    Night shift

    AbbVie

    United States
    1 day ago
  •  ...Account Specialist The Account Specialist drives sales, identifies, and generates opportunities for various types of customers. This role partners with Account Representatives within an assigned territory to deliver deep knowledge within a product group. The Account... 
    Remote work
    Local area

    Genuine Parts Company

    United States
    2 days ago
  •  ...Job Title: Account Specialist Axalta has remained at the forefront of the coatings industry by continually investing in innovative solutions...  ...agreement are delivered. Work Location: This is a remote-based role covering Ohio, ideally located in Central Ohio and... 
    Remote work
    Local area
    Immediate start

    Axalta

    Columbus, OH
    3 days ago
  •  ...A biotechnology company is seeking a Cell Therapy Account Specialist in Omaha, NE. This individual will represent the company's products to oncology customers, driving sales growth and developing account strategies. The ideal candidate has a Bachelor's degree and at least... 
    Remote work

    BioSpace, Inc.

    Omaha, NE
    5 days ago
  •  ...support for customer inquiries, the part-time Customer Service Account Specialist will manage incoming calls and emails, ensuring timely and...  ...of orders, returns, and information requests while working remotely. Key responsibilities Meet assigned goals for call volume and... 
    Remote work
    Part time

    Virtual Vocations Inc

    United States
    2 days ago
  •  ...Delivering exceptional customer service to Industrial and DTI customers, the full-time remote Business Account Specialist will manage onboarding, order management, and customer inquiries while ensuring a positive customer experience. Key Responsibilities: Develop and... 
    Remote work
    Full time

    Virtual Vocations Inc

    United States
    1 day ago
  •  ...Ionis Pharmaceuticals, Inc. invites a Clinical Account Specialist to lead the launch of its first wholly owned commercial product within a defined...  ...ensure compliant engagement with the FCS community. Hybrid/remote work arrangements are available alongside in-person... 
    Remote work

    Ionis Pharmaceuticals Inc

    New York, NY
    2 days ago
  •  ...TriMark USA, LLC is hiring a National Accounts Specialist based in San Diego. This full-time role involves providing crucial support to the...  ...supports a hybrid working model, combining both office and remote tasks, along with a robust benefits package including health... 
    Remote work
    Full time
    Work at office

    TriMark USA, LLC

    San Diego, CA
    2 days ago
  •  ...the Foundation and Community Relations, the Foundation Admin/Account Specialist, Scholarship Liaison, Grant Writer, and the Alumni Liaison. This...  .... All positions are located in Kilgore, TX. No fully remote positions are available at this time. All employees must be... 
    Remote work
    Full time
    Part time
    Work at office
    Immediate start
    Flexible hours
    Afternoon shift

    Kilgore College

    Remote
    1 day ago
  •  ...Overview Job Title: Account Specialist – Marketing & Growth Company: Adventure with Falguni Industry...  ...Employment Type: Part-Time Work Mode: Remote Location Eligibility: United States,...  ...Time Account Specialist who can manage client accounts end-to-end — from scouting and... 
    Remote work
    Part time

    AdVenture with Falguni

    Dallas, TX
    5 days ago
  •  ...accommodate your needs in a timely manner. Job Summary The Account Resolution Specialist supports internal customers (Service Center Agents,...  ...relationships with the credit union. Job Description LOCATION: Remote in MACU Footprint Schedule Mon-Fri 9-6 rotating Saturdays... 
    Remote work
    Work at office
    Immediate start
    Rotating shift

    Mountain America Credit Union

    Wisconsin
    1 day ago
  •  ...high quality. To do this, we are building a culture of execution centered on customer obsession , collaboration, ownership, and accountability. We value high-impact, high-accountability with a sense of urgency where you’re enabled to do your best work and embrace... 
    Remote work
    Work at office
    Local area

    Zscaler

    United States
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Account Specialist - Remote. Be the first to apply!