Client Account Specialist - Remote

Unlock Potential 360; Folly Beach (SC); Remote; USD 35.000 - 75.000; Vollzeit

Zusammenfassung

Zohorecruit is seeking a remote Client Account Specialist to assist clients who requested information about life and financial protection coverage, guiding them through a step-by-step process.

This role focuses on helping clients understand their options, maintaining follow-up, and building client-for-life relationships while receiving ongoing coaching and access to client management tools.

Qualifikationen

• Excellent verbal and written communication required.
• Ability to work independently while receiving support from the team.
• Willingness to obtain a state insurance license; licensing assistance provided.
• Drive, motivation, and coachability for sales-driven roles.

Aufgaben

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

Kenntnisse

Strong communication

Interpersonal skills

Independent work with support

License readiness

Jobbeschreibung

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