Remote Life & Financial Protection Advisor

Unlock Potential 360; Hillsborough (CA); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Ongoing coaching

Job summary

Zohorecruit is seeking a remote Client Account Specialist based in California to assist clients who have requested information about life and financial protection coverage. You will guide clients through a step-by-step process and help them understand their options.

The role emphasizes building lasting client relationships, maintaining ongoing communication, and leveraging warm leads with no cold calling. Training and licensing support are provided to help you succeed in this

Qualifications

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

Responsibilities

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

Skills

Strong communication

Interpersonal skills

Independent work

State insurance license

Job description

Zohorecruit is seeking a remote Client Account Specialist based in California to assist clients who have requested information about life and financial protection coverage. You will guide clients through a step-by-step process and help them understand their options.

The role emphasizes building lasting client relationships, maintaining ongoing communication, and leveraging warm leads with no cold calling. Training and licensing support are provided to help you succeed in this