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Client Account Specialist - Remote

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Client Account Specialist - Remote

Posted 29 Days Ago

Be an Early Applicant

In-Office or Remote

Hiring Remotely in Port Townsend, WA

Entry level

In-Office or Remote

Hiring Remotely in Port Townsend, WA

Entry level

Assist prospective clients with life and financial protection coverage by reviewing needs, presenting options, guiding applications, maintaining follow-up communication, and building long-term client relationships. The role provides warm leads, training, client management tools, and coaching. Compensation is commission-based through client sales, with benefits available.

The summary above was generated by AI

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

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