Unlock Potential 360 Logo

Unlock Potential 360

Client Account Specialist - Remote

Posted 11 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



Similar Jobs

6 Hours Ago
In-Office or Remote
United States
76K-126K Annually
Junior
76K-126K Annually
Junior
Big Data • Information Technology • Software • Analytics • Energy
Configure, test, and implement Automated Utility Design software for electric utility clients. Translate client standards into software configurations, lead requirements workshops, support testing and training, troubleshoot technical issues, document solutions, and track project delivery. The role combines utility design or drafting experience with software configuration, client-facing consulting, and basic programming knowledge.
Top Skills: .NetAutocad Map 3DAutodesk AutocadC#Esri ArcgisGe SmallworldGisPythonSbs Automated Utility Design (Aud)SQL
7 Hours Ago
Remote or Hybrid
United States
100K-130K Annually
Junior
100K-130K Annually
Junior
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Supports product planning, prioritization, testing, and delivery for CRM, Service360, workflow automation, and AI initiatives. Partners with business and technology teams to gather requirements, create user stories, manage backlogs, coordinate pilots and releases, improve customer journeys, and identify automation opportunities. The role also supports training, stakeholder communications, adoption tracking, and AI-enabled improvements to customer and broker servicing.
Top Skills: AIClaudeCRMGeminiMicrosoft CopilotOpenaiSalesforceService360Workflow Automation
7 Hours Ago
Remote or Hybrid
United States
78K-104K Annually
Senior level
78K-104K Annually
Senior level
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Manage a group benefits book of business ranging from 2 to 5,000 lives, serving as the primary broker contact and coordinating service delivery. Resolve escalations, support renewals, improve account performance, and identify cross-sell and growth opportunities. Lead client and broker meetings, provide consultative guidance on benefit plans, monitor service performance, and deliver data-driven engagement and education initiatives.
Top Skills: AI

What you need to know about the Los Angeles Tech Scene

Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.

Key Facts About Los Angeles Tech

  • Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
  • Key Industries: Artificial intelligence, adtech, media, software, game development
  • Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
  • Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account