Client Account Specialist - Remote

Unlock Potential 360; Forest (MS); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Ongoing coaching

Job summary

Zohorecruit is hiring a remote Client Account Specialist to assist clients exploring life and financial protection options. You’ll guide clients through a step-by-step process, review needs, and present protection options while maintaining ongoing communication.

The role emphasizes independence with support, access to warm leads, and an effective training program. Compensation is earned through client sales, with ongoing coaching and client-management tools provided.

Qualifications

• Strong communication and interpersonal skills are required.
• Willingness to obtain a state insurance license with company assistance.

Responsibilities

• Reach out to clients who requested information about coverage.
• Review needs and present protection options to clients.
• Assist clients through the insurance selection process and application steps.
• Maintain follow-up and ongoing client communication to build relationships.
• Develop client-for-life relationships.

Skills

Strong communication

Interpersonal skills

License readiness

Job description

Forest, United States

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