Client Account Specialist - Remote

Zohorecruit; Exeter (NH); Remote; USD 50,000 - 65,000; Full time

Benefits offered by this job

Training program

CRM tools

Warm leads

Ongoing coaching

Job summary

Zohorecruit in Exeter, NH is seeking a remote Client Account Specialist to help clients exploring life and financial protection options. You will guide them through a step-by-step pathway, start conversations, and build relationships from first contact through closing.

This role emphasizes independent work with strong coaching and access to warm leads, training, and client management tools. Compensation is earned through client sales, with benefits available and ongoing support to obtain the

Qualifications

• Excellent communication and interpersonal abilities.
• Ability to work independently while receiving guidance as needed.
• Willingness to obtain a state insurance license with company support.
• Coachability and eagerness to learn and grow in a sales environment.

Responsibilities

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

Skills

Strong communication

Interpersonal skills

Independent work with support

License readiness

Tools

CRM software

Job description

Exeter, United States | Posted on 10/02/2026

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