Client Account Specialist - Remote

Zohorecruit; Alabama; Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Warm leads (no cold calling)

Ongoing coaching

Job summary

Zohorecruit is seeking a remote Client Account Specialist to engage clients who have requested information about life and financial protection options. You will guide them through a clear process, reviews their needs, and present suitable coverage choices from a step-by-step pathway.

The role emphasizes independent work with ongoing coaching and a strong focus on building lasting client relationships. Training and access to warm leads are provided, with compensation tied to client sales.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently with support.
• Willingness to obtain a state insurance license (licensing assistance provided).
• Self-motivated, hungry and coachable.
• Experience in client-focused roles is a plus.

Responsibilities

• Reach out to clients who requested information about coverage.
• Review client needs and present protection options.
• Assist clients through the enrollment process.
• Maintain follow-up and ongoing client communication.
• Build long-term client relationships.

Skills

Communication skills

Interpersonal skills

Independent work

License readiness

Coachability

Job description

Madison, United States | Posted on 09/30/2026

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'l 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

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.

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