Client Account Specialist - Remote
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Summary
The role involves reaching out to clients to review their financial protection needs and presenting suitable coverage options. You will guide clients through the process while maintaining ongoing communication and building long-term relationships.
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
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Reach out to clients who have requested information about coverage
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Review needs and present available protection options
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Assist clients through the process
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Maintain follow-up and ongoing client communication
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Build client-for-life relationships
What We Provide
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Effective training program
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Access to client management tools
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Access to warm leads (no cold calling required)
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Ongoing coaching
Compensation
Compensation is earned through client sales. Average earnings vary based on activity level, consistency, and results. Benefits Available.
Requirements
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Strong communication and interpersonal skills
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Ability to work independently, with support
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Willingness to obtain a state insurance license (assistance provided)
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Hungry and coachable
Who This Role Is Best For
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Individuals that are ready for a change
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Those excited being paid, promoted, recognized for their results
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Candidates who value challenge and support
