Client Account Specialist - Remote

Zohorecruit; Arkansas; Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Training program

CRM tools access

Warm leads

Coaching and support

Job summary

Zohorecruit is seeking a remote Client Account Specialist in the United States to help clients understand life and financial protection options. You will guide them through a step-by-step pathway, using warm leads and ongoing coaching to build lasting relationships.

Expect comprehensive training, access to client management tools, and support for licensing. The role emphasizes strong communication, independence, and a results-driven mindset.

Qualifications

• Excellent communication and relationship-building abilities.
• Ability to work independently with minimal supervision.
• Willingness to pursue/state license with provided support.

Responsibilities

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

Skills

Strong communication

Interpersonal skills

Independent work style

Coachable

Willingness to obtain license

Tools

CRM software

Job description

Cleveland, United States | Posted on 10/06/2026

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’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

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