Remote Client Protection Advisor

Zohorecruit; Conway (AR); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Training program

CRM access

Warm leads

Ongoing coaching

Job summary

Zohorecruit is seeking a Remote Client Account Specialist to help clients understand life and financial protection coverage. You will guide them through a step-by-step path, starting with outreach to those who requested information and continuing with needs review, option presentation, and hands-on assistance.

This role emphasizes client-care, ongoing communication, and building lasting relationships. Training will be provided, along with access to tools and warm leads to support success from

Qualifications

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

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

Independent worker

Coachable

Tools

CRM software

Lead management tools

Job description

Zohorecruit is seeking a Remote Client Account Specialist to help clients understand life and financial protection coverage. You will guide them through a step-by-step path, starting with outreach to those who requested information and continuing with needs review, option presentation, and hands-on assistance.

This role emphasizes client-care, ongoing communication, and building lasting relationships. Training will be provided, along with access to tools and warm leads to support success from