Remote Client Account & Protection Advisor

Zohorecruit; Epping (NH); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Training program

Access to client management tools

Warm leads provided

Ongoing coaching

Job summary

Zohorecruit in the United States is hiring a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage.

You will guide clients through a step-by-step pathway, review needs, present options, and help them enroll. This role emphasizes independence with strong team support, training, and ongoing coaching, using warm leads and no cold calls.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently with support.
• Willingness to obtain a state insurance license (assistance provided).
• Motivated and coachable.

Responsibilities

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

Skills

Strong communication

Interpersonal skills

Ability to work independently

Tools

CRM software

Job description

Zohorecruit in the United States is hiring a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage.

You will guide clients through a step-by-step pathway, review needs, present options, and help them enroll. This role emphasizes independence with strong team support, training, and ongoing coaching, using warm leads and no cold calls.