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 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