Client Account Specialist - Remote
Unlock Potential 360, Plattsburgh, NY, United States
Plattsburgh, United States | Posted on 04/09/2026
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
#J-18808-Ljbffr
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
#J-18808-Ljbffr