Remote Life & Financial Protection Advisor

Zohorecruit; Vernon (CT); Remote; USD 40,000 - 75,000; Full time

Benefits offered by this job

Effective training program

Client management tools access

Warm leads (no cold calls)

Job summary

Zohorecruit is hiring a remote Client Account Specialist to guide clients through life and financial protection options from inquiry to decision. The role emphasizes client relationships, follow-up, and ongoing support.

The position offers training, access to client management tools, and coaching, with compensation based on client sales and performance. Remote work with nationwide prospects is supported.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently while receiving support.
• Willingness to obtain a state insurance license (training provided).

Responsibilities

• Reach out to clients who requested information about coverage.
• Review needs and present protection options.
• Assist clients through the process from inquiry to decision.

Skills

Strong communication

Interpersonal skills

Independent work

Willingness to obtain license

Job description

Zohorecruit is hiring a remote Client Account Specialist to guide clients through life and financial protection options from inquiry to decision. The role emphasizes client relationships, follow-up, and ongoing support.

The position offers training, access to client management tools, and coaching, with compensation based on client sales and performance. Remote work with nationwide prospects is supported.