Remote Life & Financial Protection Advisor

Unlock Potential 360; Town of Springdale (WI); À distance; USD 45 000 - 75 000; Plein temps

Avantages offerts par ce poste

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Résumé du poste

Zohorecruit in Springdale, WI, is seeking a remote Client Account Specialist to help clients explore life and financial protection options. The role guides prospects through a step-by-step process, focusing on understanding needs and presenting suitable coverages.

You will work remotely, receive training, and have access to client management tools and warm leads. The position emphasizes building long-term client relationships and ongoing support.

Qualifications

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

Responsabilités

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

Connaissances

Strong communication

Interpersonal skills

Independent with support

Licensing support

Coachability

Description du poste

Zohorecruit in Springdale, WI, is seeking a remote Client Account Specialist to help clients explore life and financial protection options. The role guides prospects through a step-by-step process, focusing on understanding needs and presenting suitable coverages.

You will work remotely, receive training, and have access to client management tools and warm leads. The position emphasizes building long-term client relationships and ongoing support.