Remote Client Advocate — Life & Protection Solutions

Zohorecruit; Trumbull (CT); Remote; USD 40,000 - 75,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Coaching

Job summary

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 step-by-step pathway, helping them understand their options and progress toward coverage.

The role emphasizes ongoing client communication, relationship building, and leveraging warm leads to drive outcomes while offering training and coaching as part of the system.

Qualifications

• Strong communication and interpersonal skills.
• Ability to work independently, 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 of selecting and purchasing coverage.
• Maintain follow-up and ongoing client communication.
• Build client-for-life relationships.

Skills

Communication skills

Interpersonal skills

Independent worker

License readiness

Job description

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 step-by-step pathway, helping them understand their options and progress toward coverage.

The role emphasizes ongoing client communication, relationship building, and leveraging warm leads to drive outcomes while offering training and coaching as part of the system.