Remote Life & Financial Protection Advisor

Zohorecruit; Mississippi; Remote; USD 35,000 - 60,000; Full time

Benefits offered by this job

Training program

CRM tools

Warm leads

Coaching

Job summary

Zohorecruit in the United States is hiring a remote Client Account Specialist to help clients explore life and financial protection options and guide them through a clear, step-by-step process.

You will reach out to interested clients, review needs, present protection options, assist through the process, and maintain ongoing communication to build client-for-life relationships, with comprehensive training and state-licensing support provided.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently with available support.
• Willingness to obtain a state insurance license (assistance provided).
• Self-motivated and coachable.

Responsibilities

• Reach out to clients who requested information about coverage.
• Review needs and present protection options.
• Assist clients through the process and paperwork.
• Maintain follow-up and ongoing client communication.
• Build client-for-life relationships.

Skills

Strong communication

Interpersonal skills

Independent with support

Willingness to obtain license

Job description

Zohorecruit in the United States is hiring a remote Client Account Specialist to help clients explore life and financial protection options and guide them through a clear, step-by-step process.

You will reach out to interested clients, review needs, present protection options, assist through the process, and maintain ongoing communication to build client-for-life relationships, with comprehensive training and state-licensing support provided.