Client Account Specialist - Remote

Zohorecruit; North Carolina; Remote; USD 42,000 - 60,000; Full time

Benefits offered by this job

Training program

CRM access

Warm leads

Ongoing coaching

Job summary

Zohorecruit is hiring a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage. You will guide clients through a step-by-step pathway, helping them understand options and progress toward licensing and enrollment.

The role emphasizes building lasting client relationships, working independently with support, and leveraging warm leads and training resources to achieve results in a dynamic, multi-trillion-dollar industry.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently with support as needed.
• Willingness to obtain a state insurance license (training provided).
• Motivated and coachable with a results-driven mindset.

Responsibilities

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

Skills

Strong communication

Independent work ethic

Coachable and hungry

Willingness to obtain state license

CRM software proficiency

Education

State insurance license (or pursuing)

Tools

CRM software

Job description

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