Remote Life & Financial Protection Advisor

Zohorecruit; Claymont (DE); Remote; USD 45,000 - 85,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Job summary

Zohorecruit is hiring a remote Client Account Specialist in the Claymont, Delaware area to assist clients who have requested information about life and financial protection coverage.

You will guide clients through a step-by-step pathway, reviewing needs and presenting protection options, while maintaining ongoing communication and building lasting relationships. Training, warm leads, and coaching are provided to help you succeed.

Qualifications

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

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

Communication

Interpersonal skills

Independent work

Sales license readiness

Job description

Zohorecruit is hiring a remote Client Account Specialist in the Claymont, Delaware area to assist clients who have requested information about life and financial protection coverage.

You will guide clients through a step-by-step pathway, reviewing needs and presenting protection options, while maintaining ongoing communication and building lasting relationships. Training, warm leads, and coaching are provided to help you succeed.