Remote Life & Financial Protection Client Specialist

Zohorecruit; Futch Beach (SC); Remote; USD 42,000 - 66,000; Full time

Benefits offered by this job

Training program

Access to client management tools

Warm leads

Ongoing coaching

Job summary

Zohorecruit is seeking a remote Client Account Specialist to guide clients through information requests about life and financial protection options. You will build relationships, present solutions, and support clients from inquiry to enrollment.

Training, coaching, and access to client management tools are provided; warm leads are available to drive results, with licensing assistance offered where needed.

Qualifications

• Excellent verbal and written communication.
• Ability to work independently with support.
• Willingness to obtain a state insurance license (licensing support provided).
• Motivated, coachable and results-driven.

Responsibilities

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

Skills

Communication

Interpersonal skills

Independence

Licensing willingness

Coachability

Job description

Zohorecruit is seeking a remote Client Account Specialist to guide clients through information requests about life and financial protection options. You will build relationships, present solutions, and support clients from inquiry to enrollment.

Training, coaching, and access to client management tools are provided; warm leads are available to drive results, with licensing assistance offered where needed.