Client Account Specialist - Remote
Unlock Potential 360, Peekskill, NY, United States
Peekskill, 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
#J-18808-Ljbffr
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
#J-18808-Ljbffr