Client Account Specialist - Remote
Unlock Potential 360
Bristol, United States | Posted on 10/12/2026 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 #J-18808-Ljbffr
- ...Remote seat on a team that helps families understand and set up protection options. Flexible hours. Mentorship. Clear expectations. Offer ~1. Purpose with a process — not vague “help people.” ~2. Work from home. ~3. A growth path if the numbers and the attitude...Remote workWork from homeFlexible hours
- ...Remote seat on a team that helps families understand and set up protection options. Flexible hours. Mentorship. Clear expectations. Offer 1. Purpose with a process — not vague “help people.” 2. Work from home. 3. A growth path if the numbers and the attitude...Remote workFull timeWork from homeFlexible hours
- Work From Home JobWork warm leads with families. Learn a system. Build a book. That is the job in one line.Included:Web-conference meetings from homeFull-time or part-time optionsNo cold callingWritten training plus live coachingAdvancement for people who lead their numbersYour...Remote workPart timeWork from home
- Work from home. Work warm leads with families. Learn a system. Build a book. That is the job in one line. Included • Web-conference meetings from home • Full-time or part-time options • No cold calling • Written training plus live coaching • Advancement for people who lead...Remote workFull timePart timeWork from home
- ...strangers. Start talking to people who already raised a hand. Remote financial-services role: structured days, warm-lead conversations... ...• On-time follow-up • Clean video presence • Fast learning on tools • Respect for the client Apply now. Zoom interview. \n\nRemote workFull timeWork at officeWork from home
- Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting. Admin is part of the job: notes, appointments, CRM hygiene. What comes with the seat No cold calling Qualified-interest pipeline Performance-based...Remote workWork from home
- ...Home-Based Client Role Home-based client role for people who want a flexible schedule and a scoreboard. You will run video meetings, work warm leads, and build a book. We supply the process and the coaching. You supply the work ethic. Why People Stay 1. Control...Remote workFull timePart timeWork from homeFlexible hours
- ...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...Remote work
- ...Remote Career OpportunityLooking for motivated people who want a remote career with upside — not another dead-end job.This seat works... ...conversations — no cold listsExplain benefit options simplyHelp clients enroll when it is a fitKeep a clean follow-up rhythmYou get:...Remote work
- ...Remote Career Opportunity Looking for motivated people who want a remote career with upside — not another dead-end job. This seat... ...— no cold lists Explain benefit options simply Help clients enroll when it is a fit Keep a clean follow-up rhythm You...Remote work
- ...strangers. Start talking to people who already raised a hand. Remote financial-services role: structured days, warm-lead... ...Clean video presence Fast learning on tools Respect for the client We may use artificial intelligence (AI) tools to support parts...Remote workWork at officeWork from home
- Virtual Consultant RoleYou assess needs, teach options, and stay in the relationship after the first meeting.Admin is part of the job: notes, appointments, CRM hygiene.What comes with the seat:No cold callingQualified-interest pipelinePerformance-based advancementFull ...Remote work
- ...AO Globe Life is seeking a remote financial-services specialist who thrives on warm-lead conversations and structured days. You will engage prospects who have already shown interest, coaching as you ramp, and you won’t need an office. This role emphasizes timely follow...Remote workWork at office
- ...Remote seat on a team that helps families understand and set up protection options. Flexible hours. Mentorship. Clear expectations. Offer 1. Purpose with a process - not vague "help people." 2. Work from home. 3. A growth path if the numbers and the attitude...Remote workWork from homeFlexible hours
$80k - $100k
...Work from Home Client Account Specialist 17 hours ago Be among the first 25 applicants Miller Family Agency strives to provide our sales force with the most innovative marketing and lead programs, while offering the highest quality insurance products and services to our...Remote workFull timePart timeWork from homeFlexible hours- ...Assistant Role For over 10 years, Magic has connected top remote talent with fast-growing businesses — backed by Y... .... That's where you come in. This is a post-sale, account-first role. You'll carry a book of client-assistant pairings and be accountable for how well each...Remote workWorldwideMonday to FridayShift workNight shift
- ...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 workFlexible hours
- ...Client-facing, fully remote, financial services. You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance. The deal # Home office. Web presentations. # Work that matters to families. #...Remote workHome office
- ...Remote Financial-Services Seat This is a remote financial-services seat built around warm leads and a training system. If you are... ...options Run a simple enrollment flow Build and service a client list Provided: Pre-qualified warm leads Step-by-step...Remote workFlexible hours
- ...This is a remote financial-services seat built around warm leads and a training system. If you are competitive and willing to be coached... ...options Run a simple enrollment flow Build and service a client list Provided Pre-qualified warm leads Step-by-step onboarding...Remote workFlexible hours
- Work From Home Opportunity: Client Account Representative Job Openings Work From Home Opportunity: Client Account Representative About the job Work From Home Opportunity: Client Account Representative Work From Home Opportunity: Client Account Representative Tired of...Remote jobWork from homeFlexible hours
- Unlock Potential 360 is seeking a remote Client Account Specialist to support clients in the Wheeling area who are exploring life and financial protection options. This role focuses on guiding clients through a step-by-step pathway and building long-lasting relationships...Remote job
- ...Career Portal (Jobs Hub). Click here to access. Time Type: Full time Remote Type: Job Family Group: Sales Job Description Summary: The Account Development Specialist is the sales lead for their assigned portfolio within a targeted account base...Remote workFull timeWork experience placement
- Full time Remote. Fisher Phillips, a premier international labor and employment law firm, is seeking an experienced Client Account Specialist with prior law firm experience to join our team. In this essential role you will contribute to the seamless operation of our services...Remote workHourly payFull timeRelocation
- ...Premera is seeking an Account Specialist to coordinate new-business wins and renewals across multiple regions. You will work with New Sales, Account Management, Underwriting, and Ops to ensure timelines, data accuracy, and compliant processes. This role emphasizes...Remote work
- ...Key Responsibilities Assist clients and employees with benefits enrollment and account setup Explain available benefit options in a clear and professional manner... ...and basic online tools -Can work independently in a remote environment -Brings a positive attitude and strong...Remote jobFull time
$60k - $75k
...Job Description Job Description – Customer Account Specialist \n Department: Sales / Customer Service \n Location: Carol Stream, IL... ...to be in the office during normal business hours. Potential remote work flexibility will be based on job performance, business needs...Remote workFull timeWork at officeLocal areaFlexible hours$105k - $110k
...Full timePosted: 2026-10-29The Oncology Account Specialist is responsible for contributing to... ...communication with internal teams such as client services, medical affairs, and billing.... ...an Equal Opportunity Employer inclusive of disability and veterans.#LI-JM1 #LI-remoteRemote workWork at officeLocal areaWeekend workAfternoon shift- ...Minimum of three years patient accounts experience.Minimum of two... ...SUMMARY:The Sr. Patient Account Specialist will be responsible for... ...requirementsBilling payers and/or clients for hospital and/or Professional... ....WORK SCHEDULE:Hybrid remote, Monday through Friday, 8 AM...Remote workFor contractorsWork at officeLocal areaMonday to Friday
- ...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
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