[Hiring] Client Account Specialist @Unlock Potential 360

Role Description

We are hiring a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. This role focuses on helping clients understand their options and guiding them through the process using a step-by-step pathway.

• 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

Qualifications

• Strong communication and interpersonal skills
• Ability to work independently, with support
• Willingness to obtain a state insurance license (assistance provided)
• Hungry and coachable

Requirements

• Individuals that are ready for a change
• Those excited being paid, promoted, recognized for their results
• Candidates who value challenge and support

Benefits

• Effective training program
• Access to client management tools
• Access to warm leads (no cold calling required)
• Ongoing coaching
• Compensation is earned through client sales. Average earnings vary based on activity level, consistency, and results.