Remote Life & Financial Protection Advisor

Zohorecruit; Concord (NH); Remote; USD 40,000 - 80,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Ongoing coaching

Job summary

Zohorecruit is hiring a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. You will guide clients through a step-by-step process and build long-term relationships while leveraging warm leads and ongoing coaching.

The role emphasizes independence with support, a strong emphasis on communication, and a path toward obtaining a state insurance license. Training and client-management tools 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 requested information about coverage.
• Review needs and present protection options to clients.
• Assist clients through the enrollment process.
• Maintain follow-up and ongoing client communication.
• Build long-term client relationships.

Skills

Strong communication

Independent with support

Willingness to obtain license

Coachable

Education

State insurance license (pending)

Job description

Zohorecruit is hiring a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. You will guide clients through a step-by-step process and build long-term relationships while leveraging warm leads and ongoing coaching.

The role emphasizes independence with support, a strong emphasis on communication, and a path toward obtaining a state insurance license. Training and client-management tools are provided to help you succeed.