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Client Account Specialist - Remote

Posted 3 Days Ago
Be an Early Applicant
In-Office or Remote
Hiring Remotely in Truth Home, CA, USA
Entry level
In-Office or Remote
Hiring Remotely in Truth Home, CA, USA
Entry level
Assist prospective clients seeking life and financial protection coverage. Responsibilities include contacting warm leads, assessing needs, presenting coverage options, guiding clients through enrollment, maintaining follow-up communication, and building long-term relationships. The role offers training, coaching, client management tools, and no cold calling. Compensation is commission-based and tied to client sales, with benefits available. Candidates should have strong communication skills, work independently, and be willing to obtain a state insurance license.
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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