Remote Client Success & Protection Advisor

Zohorecruit

Gravette (AR)

Remote

USD 42,000 - 66,000

Full time

3 days ago
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Benefits offered by this job

Training program
Client management tools
Warm leads
Coaching

Job summary

Zohorecruit is hiring a remote Client Account Specialist to support clients seeking information about life and financial protection options. You will guide prospects through a step-by-step pathway, review needs, present suitable plans, and help clients complete enrollment while maintaining ongoing contact.

This role emphasizes relationship-building, independence with support, and continuous coaching. You’ll receive training, access to client management tools, and warm leads to focus your energy

Qualifications

  • Excellent communication and interpersonal skills.
  • Able to work independently with supervision as needed.
  • Willingness to obtain a state insurance license (licensing assistance provided).
  • Highly coachable and motivated.

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 long-term client relationships.

Skills

Strong communication
Interpersonal skills
Ability to work independently with (co
Will to obtain state insurance license
Coachable

Job description

Zohorecruit is hiring a remote Client Account Specialist to support clients seeking information about life and financial protection options. You will guide prospects through a step-by-step pathway, review needs, present suitable plans, and help clients complete enrollment while maintaining ongoing contact.

This role emphasizes relationship-building, independence with support, and continuous coaching. You’ll receive training, access to client management tools, and warm leads to focus your energy

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