Client Account Specialist - Remote

Zohorecruit; Town of Brookhaven (NY); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Training program

CRM tools access

Warm leads

Job summary

Zohorecruit in the United States is seeking a results-driven remote Client Account Specialist to help clients understand life and financial protection options and guide them through a step-by-step process.

You'll reach out to information requests, review needs, present options, and maintain ongoing client communication to build lasting relationships. Training provided, access to tools, and warm leads support success.

Qualifications

• Excellent communication and interpersonal abilities.
• Able to work independently and with support.
• Willingness to obtain a state insurance license (assistance provided).

Responsibilities

• Reach out to clients who have requested information about coverage.
• Review needs and present available protection options.
• Assist clients through the process from start to finish.
• Maintain follow-up and ongoing client communication.
• Build client-for-life relationships.

Skills

Strong communication

Interpersonal skills

Independent work

Tools

CRM tools

Job description

Brookhaven, 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