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Client Account Specialist - Remote

Unlock Potential 360, Hale‘iwa, HI, United States


Haleiwa, United States | Posted on 04/10/2026

We are hiring a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage.

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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