Remote Life & Financial Protection Advisor

Zohorecruit; Windham (ME); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Ongoing coaching

Job summary

Zohorecruit in Windham, United States, is hiring a remote Client Account Specialist to guide clients through life and financial protection options. You will engage leads, assess needs, present options, and drive enrollment while building lasting client relationships.

The role emphasizes coaching, ongoing support, and access to client management tools, with compensation based on sales performance and benefits available.

Qualifications

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

Responsibilities

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

Skills

Strong communication

Interpersonal skills

Independent work

Insurance license readiness

Coachability

Tools

Client management tools

Job description

Zohorecruit in Windham, United States, is hiring a remote Client Account Specialist to guide clients through life and financial protection options. You will engage leads, assess needs, present options, and drive enrollment while building lasting client relationships.

The role emphasizes coaching, ongoing support, and access to client management tools, with compensation based on sales performance and benefits available.