Client Account Specialist - Remote

Zohorecruit; Oklahoma; Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads

Job summary

Zohorecruit is seeking a remote Client Account Specialist to assist clients who request information about life and financial protection coverage. You will guide clients through a step-by-step pathway, review needs, and present suitable options.

The role emphasizes independent work with strong coaching and access to warm leads, training, and client-management tools to help you build lasting client relationships.

Qualifications

• Excellent verbal and written communication.
• Able to work independently while following guidance.
• Willingness to obtain an insurance license with company support.

Responsibilities

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

Skills

Strong communication

Interpersonal skills

Independent work

Tools

CRM tools

Job description

Pittsburg, 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