Remote Life & Financial Protection Advisor

Zohorecruit; Olive Branch (MS); Remote; USD 40,000 - 90,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Job summary

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

You will reach out to clients, review needs, present protection options, and support them through the process with ongoing communication. The role focuses on building lasting client relationships while earning through sales and benefits.

Qualifications

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

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

Strong communication

Interpersonal skills

Independent work

Sales orientation

Education

State insurance license (preferred)

Tools

Client management tools

Job description

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

You will reach out to clients, review needs, present protection options, and support them through the process with ongoing communication. The role focuses on building lasting client relationships while earning through sales and benefits.