Remote Client Protection Advisor

Zohorecruit; Mountain View (CA); Remote; USD 55,000 - 90,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Ongoing coaching

Job summary

Zohorecruit in Mountain View, CA is seeking a remote Client Account Specialist to help clients who requested information about life and financial protection coverage. You will guide them through a step-by-step pathway and support ongoing communication.

You will build long-term client relationships, review needs, and present protection options. Training, coaching, and access to client management tools are provided, with compensation based on client sales.

Qualifications

• Strong communication and interpersonal skills.
• Ability to work independently, with support.

Responsibilities

• Reach out to clients who have requested information about coverage.
• Review needs and present available protection options.
• Assist clients through the process.
• Maintain follow-up and ongoing client communication.
• Build client-for-life relationships.

Job description

Zohorecruit in Mountain View, CA is seeking a remote Client Account Specialist to help clients who requested information about life and financial protection coverage. You will guide them through a step-by-step pathway and support ongoing communication.

You will build long-term client relationships, review needs, and present protection options. Training, coaching, and access to client management tools are provided, with compensation based on client sales.