Unlock Potential 360
Client Account Specialist - Remote
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
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
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
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.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
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
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Location