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[Remote] Remote Client Account Specialist

Remote · Portugal Full-time

Note: The job is a remote job and is open to candidates in USA. The Walker Financial Group is seeking a Remote Client Account Specialist to join their growing remote team. In this role, you will connect with clients seeking information about life insurance coverage and help them understand their protection options while maintaining organized communication and follow-up.

Responsibilities

  • Connect with clients who requested information regarding life insurance coverage
  • Help individuals and families understand available protection options
  • Maintain organized follow-up and ongoing communication with clients
  • Work alongside a remote team with structured training and mentorship
  • Continue developing communication and professional skills through ongoing coaching

Skills

  • Dependable individuals interested in building communication, client relationship, and professional development skills within the financial protection industry
  • Ability to connect with clients who requested information regarding life insurance coverage
  • Ability to help individuals and families understand available protection options
  • Ability to maintain organized follow-up and ongoing communication with clients
  • Ability to work alongside a remote team with structured training and mentorship
  • Willingness to continue developing communication and professional skills through ongoing coaching

Benefits

  • 100% remote opportunity
  • Flexible work schedule
  • Access to proven lead systems and training support
  • Commission-based compensation with performance incentives
  • Long-term growth and leadership opportunities
  • Work alongside a remote team with structured training and mentorship
  • Continue developing communication and professional skills through ongoing coaching

Company Overview

  • At Walker Financial Group, we’re not just writing policies — Our mission is clear: Your Plan. Your Protection. Your Peace. It was founded in 2022, and is headquartered in , with a workforce of 11-50 employees. Its website is https://www.thewalkerfinancialgroup.com/.
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