Remote Life & Financial Protection Advisor

Zohorecruit; Alabama; Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Warm leads (no cold calling)

Ongoing coaching

Job summary

Zohorecruit is seeking a remote Client Account Specialist to engage clients who have requested information about life and financial protection options. You will guide them through a clear process, reviews their needs, and present suitable coverage choices from a step-by-step pathway.

The role emphasizes independent work with ongoing coaching and a strong focus on building lasting client relationships. Training and access to warm leads are provided, with compensation tied to client sales.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently with support.
• Willingness to obtain a state insurance license (licensing assistance provided).
• Self-motivated, hungry and coachable.
• Experience in client-focused roles is a plus.

Responsibilities

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

Skills

Communication skills

Interpersonal skills

Independent work

License readiness

Coachability

Job description

Zohorecruit is seeking a remote Client Account Specialist to engage clients who have requested information about life and financial protection options. You will guide them through a clear process, reviews their needs, and present suitable coverage choices from a step-by-step pathway.

The role emphasizes independent work with ongoing coaching and a strong focus on building lasting client relationships. Training and access to warm leads are provided, with compensation tied to client sales.