Remote Life & Financial Protection Advisor

Zohorecruit; Milford (CT); Remote; USD 35,000 - 75,000; Full time

Benefits offered by this job

Training program

CRM tools

Warm leads

Coaching

Benefits

Job summary

Zohorecruit is hiring a remote Client Account Specialist to help clients explore life and financial protection options. You will guide clients with a step-by-step process, maintain ongoing communication, and build lasting relationships from anywhere in the United States.

Ideal candidates will have strong communication skills, the ability to work independently with support, and a willingness to obtain an state insurance license (licensing assistance provided).

Qualifications

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

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

Interpersonal skills

Independent work

Insurance licensing willingness

Job description

Zohorecruit is hiring a remote Client Account Specialist to help clients explore life and financial protection options. You will guide clients with a step-by-step process, maintain ongoing communication, and build lasting relationships from anywhere in the United States.

Ideal candidates will have strong communication skills, the ability to work independently with support, and a willingness to obtain an state insurance license (licensing assistance provided).