Remote Client Success Specialist

Zohorecruit; New Boston (TX); Remote; USD 45,000 - 65,000; 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 seeks a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. You will guide them through a step-by-step pathway and build client-for-life relationships.

The role emphasizes strong communication, independent work with support, and training in state licensing (assistance provided). You’ll access warm leads, client management tools, and ongoing coaching; compensation is earned through sales with benefits

Qualifications

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

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

Skills

Strong communication

Independent worker

Insurance license (state)

Job description

Zohorecruit seeks a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. You will guide them through a step-by-step pathway and build client-for-life relationships.

The role emphasizes strong communication, independent work with support, and training in state licensing (assistance provided). You’ll access warm leads, client management tools, and ongoing coaching; compensation is earned through sales with benefits