Remote Client Protection Advisor

Zohorecruit; Town of Townsend (WI); Remote; USD 45,000 - 70,000; Full time

Benefits offered by this job

Training program

Client management tools access

Warm leads provided

Ongoing coaching

Job summary

Zohorecruit in Townsend, WI is seeking a remote Client Account Specialist to help clients seeking information about life and financial protection coverage. You will guide them through a step-by-step pathway and support their decision process from start to finish.

The role emphasizes building long-term client relationships, staying in touch, and presenting suitable protection options. Training is provided, with licensing support available and ongoing coaching to sharpen your skills.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently with support as needed.
• Willingness to obtain a state insurance license (assistance provided).
• Motivated and coachable.

Responsibilities

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

Skills

Strong communication

Interpersonal skills

Independent work with support

License readiness

Tools

CRM software

Job description

Zohorecruit in Townsend, WI is seeking a remote Client Account Specialist to help clients seeking information about life and financial protection coverage. You will guide them through a step-by-step pathway and support their decision process from start to finish.

The role emphasizes building long-term client relationships, staying in touch, and presenting suitable protection options. Training is provided, with licensing support available and ongoing coaching to sharpen your skills.