Remote Life & Financial Protection Client Advocate

Zohorecruit; North Carolina; Remote; USD 42,000 - 60,000; Full time

Benefits offered by this job

Training program

CRM access

Warm leads

Ongoing coaching

Job summary

Zohorecruit is hiring a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage. You will guide clients through a step-by-step pathway, helping them understand options and progress toward licensing and enrollment.

The role emphasizes building lasting client relationships, working independently with support, and leveraging warm leads and training resources to achieve results in a dynamic, multi-trillion-dollar industry.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently with support as needed.
• Willingness to obtain a state insurance license (training provided).
• Motivated and coachable with a results-driven mindset.

Responsibilities

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

Skills

Strong communication

Independent work ethic

Coachable and hungry

Willingness to obtain state license

CRM software proficiency

Education

State insurance license (or pursuing)

Tools

CRM software

Job description

Zohorecruit is hiring a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage. You will guide clients through a step-by-step pathway, helping them understand options and progress toward licensing and enrollment.

The role emphasizes building lasting client relationships, working independently with support, and leveraging warm leads and training resources to achieve results in a dynamic, multi-trillion-dollar industry.