Remote Life & Financial Protection Advisor

Zohorecruit; Delaware; Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Effective training program

Warm leads

Access to client management tools

Ongoing coaching

Job summary

Zohorecruit is seeking 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 maintain proactive communication.

This role offers training, access to client management tools, warm leads, and ongoing coaching. Compensation is based on client sales with benefits provided across the board.

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 skills

Interpersonal skills

Independent work

Licensing willingness

Coachability

Job description

Zohorecruit is seeking 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 maintain proactive communication.

This role offers training, access to client management tools, warm leads, and ongoing coaching. Compensation is based on client sales with benefits provided across the board.