Remote Client Success Specialist — Life & Financial Protection

Unlock Potential 360; Exeter (NH); Remote; USD 50,000 - 65,000; Full time

Benefits offered by this job

Training program

CRM tools

Warm leads

Ongoing coaching

Job summary

Zohorecruit in Exeter, NH is seeking a remote Client Account Specialist to help clients exploring life and financial protection options. You will guide them through a step-by-step pathway, start conversations, and build relationships from first contact through closing.

This role emphasizes independent work with strong coaching and access to warm leads, training, and client management tools. Compensation is earned through client sales, with benefits available and ongoing support to obtain the

Qualifications

• Excellent communication and interpersonal abilities.
• Ability to work independently while receiving guidance as needed.
• Willingness to obtain a state insurance license with company support.
• Coachability and eagerness to learn and grow in a sales environment.

Responsibilities

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

Skills

Strong communication

Interpersonal skills

Independent work with support

License readiness

Tools

CRM software

Job description

Zohorecruit in Exeter, NH is seeking a remote Client Account Specialist to help clients exploring life and financial protection options. You will guide them through a step-by-step pathway, start conversations, and build relationships from first contact through closing.

This role emphasizes independent work with strong coaching and access to warm leads, training, and client management tools. Compensation is earned through client sales, with benefits available and ongoing support to obtain the