Remote Life & Financial Protection Advisor

Unlock Potential 360; Keene (NH); Remote; USD 45,000 - 80,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Ongoing coaching

Job summary

Zohorecruit is hiring a remote Client Account Specialist in Keene, NH to assist clients seeking information about life and financial protection coverage. You will guide clients through a step-by-step process, review needs, and present protection options, building lasting client relationships.

The role emphasizes following up with clients, working with warm leads, and benefiting from ongoing coaching and an effective training program.

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 worker

Licensing readiness

Coachable attitude

Job description

Zohorecruit is hiring a remote Client Account Specialist in Keene, NH to assist clients seeking information about life and financial protection coverage. You will guide clients through a step-by-step process, review needs, and present protection options, building lasting client relationships.

The role emphasizes following up with clients, working with warm leads, and benefiting from ongoing coaching and an effective training program.