Client Account Specialist - Remote
Unlock Potential 360
Marshalltown, United States 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
- ...Looking for motivated people who want a remote career with upside — not another dead-end job. This seat works warm leads. You talk... ...conversations — no cold lists • Explain benefit options simply • Help clients enroll when it is a fit • Keep a clean follow-up rhythm...Remote work
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- ...seeking a coachable, consistent candidate to work from home, handling warm leads with families, learning a system, and building a client book. The role includes web conference meetings from home, full-time or part-time options, no cold calling, written training plus live...Remote workFull timePart timeWork from homeFlexible hours
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- ...Job OpportunityLooking for motivated people who want a remote career with upside — not another dead-end job.This seat works warm leads... ...— no cold listsExplain benefit options simplyHelp clients enroll when it is a fitKeep a clean follow-up rhythmYou get:Remote...Remote work
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- ...Unlock Potential 360 is seeking a remote Client Account Specialist to help clients explore life and financial protection options. You will guide them through a step-by-step process, maintain ongoing communication, and build lasting relationships from warm leads provided...Remote work
- 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
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- 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 are there....Remote jobWork from homeFlexible hours
- 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...Remote job
- 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
$33.65 - $38.65 per hour
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