Client Account Specialist - Remote

Posted Yesterday
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Hiring Remotely in Frisco, TX, USA
In-Office or Remote
75K-120K Annually
Entry level
Insurance • Professional Services • Sales
The Role
Connect with individuals and families who request life insurance information, understand their needs, present suitable coverage options, guide applications, and maintain client follow-up. The role uses a provided CRM to track activity and manage workflows. It is a remote, commission-only independent contractor position with training and assistance obtaining a state life and health insurance license.
Summary Generated by Built In

Job Description

Coming from teaching, nursing, customer service, retail or hospitality? If you're good with people and ready for work where your income follows your effort, this role builds on what you already do well: listening, explaining clearly and earning trust.

You'll use those skills to help individuals and families who have requested information about life insurance. No sales or insurance background is needed. We train you and help you get licensed.

This is a remote role. You'll work from home and meet clients by phone and video.


Location

Remote (U.S.).


What You'll Do

  • Connect with people who have requested information about coverage. No cold calling
  • Understand their needs and present life insurance options that fit
  • Guide them through the application process
  • Follow up and stay in touch with your clients
  • Use the CRM we provide to track your activity and manage your week


What We Provide

  • Structured onboarding and training
  • Help getting your state license
  • CRM and client management tools
  • Ongoing coaching and development


Compensation

This is a 1099 independent contractor role, paid 100% on commission from completed sales. There is no base salary.

The pay range is $75,000 to $120,000 a year, all commission. Earnings depend on your activity, consistency and results, and are not guaranteed.


Requirements

  • Clear communication and a willingness to learn
  • Able to stay organized and manage your daily activity
  • Comfortable working independently, with support
  • Willing to get a state life and health insurance license (we'll help)
  • Authorized to work in the U.S.


Additional Information

There are no fees charged by the company for training or onboarding. State licensing costs, where they apply, are paid directly to the state licensing authority.

This is a remote position.

Skills Required

  • Clear communication skills
  • Willingness to learn
  • Ability to stay organized and manage daily activity
  • Comfortable working independently
  • Willingness to obtain a state life and health insurance license
  • Authorized to work in the United States
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The Company
75 Employees

What We Do

Unlock Potential 360 is an organization focused on helping individuals and businesses achieve their full potential through coaching, training, and development programs. Its offerings include personal coaching, corporate workshops and seminars, leadership and team-performance training, and flexible online courses. The company emphasizes customized strategies, continuous learning, and practical support designed to help clients reach personal and professional goals in a changing business environment.

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