Client Account Specialist - Remote

Zohorecruit

Hillsborough (CA)

À distance

USD 50 000 - 80 000

Plein temps

Il y a 4 jours
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Avantages offerts par ce poste

Training program
Client management tools
Warm leads
Ongoing coaching

Résumé du poste

Zohorecruit is seeking a remote Client Account Specialist based in California to assist clients who have requested information about life and financial protection coverage. You will guide clients through a step-by-step process and help them understand their options.

The role emphasizes building lasting client relationships, maintaining ongoing communication, and leveraging warm leads with no cold calling. Training and licensing support are provided to help you succeed in this

Qualifications

  • Strong communication and interpersonal skills.
  • Ability to work independently, with support as needed.
  • Willingness to obtain a state insurance license (licensing assistance provided).
  • Hungry and coachable.

Responsabilités

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

Connaissances

Strong communication
Interpersonal skills
Independent work
State insurance license

Description du poste

Hillsborough, United States | Posted on 10/05/2026

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
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