Remote Client Advocate: Life & Financial Protection

Zohorecruit; Ossipee (NH); Remoto; USD 42.000 - 66.000; Tempo pieno

Vantaggi offerti da questo lavoro

Training program

Client management tools

Warm leads

Ongoing coaching

Descrizione del lavoro

Zohorecruit is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. You will guide clients through a clear, step-by-step process and help them understand their options.

This is a performance-based role with training, access to client management tools, warm leads (no cold calling), and ongoing coaching to build lasting client relationships.

Competenze

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

Mansioni

• Reach out to clients who have 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.

Conoscenze

Communication

Independent work

Coachable

Strumenti

Client management tools

Descrizione del lavoro

Zohorecruit is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. You will guide clients through a clear, step-by-step process and help them understand their options.

This is a performance-based role with training, access to client management tools, warm leads (no cold calling), and ongoing coaching to build lasting client relationships.