Remote Life & Financial Protection Advisor

Zohorecruit; Simsbury (CT); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Effective training program

Client management tools

Warm leads provided

Ongoing coaching

Job summary

Zohorecruit is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. The role focuses on guiding clients through a step-by-step pathway and building lasting relationships.

You will reach out to prospects, review needs, present options, and support clients through the process while enjoying ongoing coaching and access to warm leads.

Qualifications

• Excellent verbal and written communication abilities.
• Ability to manage tasks independently with some support.
• Willingness to obtain a state insurance license (licensing assistance provided).
• Motivated, coachable, and results-driven.

Responsibilities

• Reach out to clients who requested information about coverage.
• Review client needs and present protection options.
• Assist clients through the enrollment process and next steps.
• Maintain regular follow-up and ongoing client communication.
• Build lasting client relationships.

Skills

Strong communication

Interpersonal skills

Independent worker

License readiness

Job description

Zohorecruit is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. The role focuses on guiding clients through a step-by-step pathway and building lasting relationships.

You will reach out to prospects, review needs, present options, and support clients through the process while enjoying ongoing coaching and access to warm leads.