Client Account Specialist – Remote

Unlock Potential 360 is hiring a full-time Client Account Specialist for a remote position based in North Platte, Lincoln County. If you're passionate about helping people make informed decisions about their financial security, this opportunity is for you.

The Opportunity

People across the country recognize the importance of financial and life protection coverage but need expert guidance to navigate their options. At Unlock Potential 360, you'll play a vital role in connecting with prospective clients and shepherding them through a clear, step-by-step process to find the coverage that fits their unique circumstances. This remote Client Account Specialist role offers the chance to make a real difference in clients' lives while building a rewarding career in a multi-trillion-dollar industry where your impact directly benefits families and individuals planning for their futures.

Responsibilities

• Reach out to prospective clients who have expressed interest in life and financial protection solutions
• Guide clients through available coverage options with patience and clarity
• Follow a structured consultation pathway to ensure clients understand their choices and feel confident in their decisions
• Build genuine relationships and establish trust with new clients through attentive listening and professional communication
• Document client interactions, preferences, and feedback to support continuity of service
• Support clients through the decision-making process and coordinate next steps

Skills & Qualifications

• Strong verbal and written communication skills
• Ability to explain complex financial concepts in straightforward, accessible language
• Customer service orientation with a genuine commitment to helping others
• Reliable, self-motivated work ethic suited to remote work
• Organizational skills and attention to detail
• Proficiency with standard business software and comfort learning new platforms
• Previous experience in client-facing or account management roles is valued

About the Company

Unlock Potential 360 serves the life and financial protection industry, connecting clients with the coverage and guidance they need to protect their families and secure their financial futures. The company is built on the conviction that expert support and clear communication empower people to make better decisions about their long-term security.

Ready to Apply?

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.