Remote Client Advisor: Life & Financial Protection

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

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.