Client Account Specialist - Remote
About Our Client
This organization operates within the life and financial protection coverage industry, which involves managing risks in a multi-trillion dollar market. It addresses the need for individuals to understand and access protection options by providing guidance and support through the decision-making process.
About the Opportunity
The CLIENT ACCOUNT SPECIALIST role involves assisting clients who have expressed interest in life and financial protection coverage. The position is responsible for guiding clients through their options, maintaining communication, and fostering long-term client relationships. This role contributes by ensuring clients receive clear information and support during their coverage selection process.
Responsibilities
- Contact clients who have requested coverage information
- Assess client needs and present suitable protection options
- Guide clients through the coverage process
- Maintain ongoing client communication and follow-up
- Develop lasting client relationships
Requirements
- Strong communication and interpersonal skills
- Ability to work independently with available support
- Willingness to obtain a state insurance license (assistance provided)
- Motivated and open to coaching
Pay Range and Compensation Package
Compensation is commission-based, earned through client sales, with earnings varying by activity, consistency, and results.
Benefits & Perks
- Access to training programs
- Client management tools
- Warm leads provided (no cold calling)
- Ongoing coaching and support