Remote Client Advocate: Life & Protection Solutions

Zohorecruit; Forest (MS); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Ongoing coaching

Job summary

Zohorecruit is hiring a remote Client Account Specialist to assist clients exploring life and financial protection options. You’ll guide clients through a step-by-step process, review needs, and present protection options while maintaining ongoing communication.

The role emphasizes independence with support, access to warm leads, and an effective training program. Compensation is earned through client sales, with ongoing coaching and client-management tools provided.

Qualifications

• Strong communication and interpersonal skills are required.
• Willingness to obtain a state insurance license with company assistance.

Responsibilities

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

Skills

Strong communication

Interpersonal skills

License readiness

Job description

Zohorecruit is hiring a remote Client Account Specialist to assist clients exploring life and financial protection options. You’ll guide clients through a step-by-step process, review needs, and present protection options while maintaining ongoing communication.

The role emphasizes independence with support, access to warm leads, and an effective training program. Compensation is earned through client sales, with ongoing coaching and client-management tools provided.