Remote Life & Financial Protection Advisor

Zohorecruit; Southbury (CT); Remote; USD 50,000 - 90,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Ongoing coaching

Job summary

Zohorecruit is seeking a remote Client Account Specialist in Connecticut to help clients explore life and financial protection options. You will guide them through a step-by-step pathway and build lasting relationships.

This role emphasizes outbound outreach to clients who requested information, reviewing needs, presenting protection options, and maintaining ongoing communication with warmth and professionalism. Earn through client sales with training and coaching opportunities.

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

Independence

Insurance licensing

Coachability

Job description

Zohorecruit is seeking a remote Client Account Specialist in Connecticut to help clients explore life and financial protection options. You will guide them through a step-by-step pathway and build lasting relationships.

This role emphasizes outbound outreach to clients who requested information, reviewing needs, presenting protection options, and maintaining ongoing communication with warmth and professionalism. Earn through client sales with training and coaching opportunities.