Remote Life & Financial Protection Advisor

Zohorecruit; Hamden (CT); Remote; USD 38,000 - 52,000; Full time

Benefits offered by this job

Training program

Warm leads

No cold calling

Ongoing coaching

Job summary

Zohorecruit is seeking a remote Client Account Specialist to help clients learn life and financial protection options. You will reach out to individuals who requested information and guide them through a step-by-step process.

This role emphasizes building long-term relationships, independent work with support, and training with access to client management tools and warm leads. A state insurance license is encouraged with company support.

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

Job description

Zohorecruit is seeking a remote Client Account Specialist to help clients learn life and financial protection options. You will reach out to individuals who requested information and guide them through a step-by-step process.

This role emphasizes building long-term relationships, independent work with support, and training with access to client management tools and warm leads. A state insurance license is encouraged with company support.