Remote Client Success Advisor (Life & Protection)

Unlock Potential 360; Dardanelle (AR); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Ongoing coaching

Job summary

Zohorecruit is seeking a remote Client Account Specialist in Dardanelle, AR to assist clients who request information about life and financial protection options. You will guide them through a step-by-step pathway and maintain ongoing client communication, building lasting relationships.

The role emphasizes asking questions, presenting protection options, and supporting clients as they work toward informed decisions. Training is provided and licensing support is available.

Qualifications

• Strong communication and interpersonal skills are required.
• Ability to work independently with support as needed.
• Willingness to obtain a state insurance license; licensing assistance provided.
• Hungry and coachable attitude desired.

Responsibilities

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

Skills

Communication skills

Interpersonal skills

Independent work capability

License readiness

Job description

Zohorecruit is seeking a remote Client Account Specialist in Dardanelle, AR to assist clients who request information about life and financial protection options. You will guide them through a step-by-step pathway and maintain ongoing client communication, building lasting relationships.

The role emphasizes asking questions, presenting protection options, and supporting clients as they work toward informed decisions. Training is provided and licensing support is available.