Remote Life & Financial Protection Specialist

Zohorecruit; Iowa (LA); Remote; USD 35,000 - 65,000; Full time

Benefits offered by this job

Training program

Access to client management tools

Access to warm leads

Ongoing coaching

Job summary

Zohorecruit is hiring a remote Client Account Specialist in the United States to help clients learn about life and financial protection options. You will guide them through a simple, step-by-step process and build lasting relationships.

You will reach out to inquiries, review needs, present protection options, and support clients through the purchase journey, with ongoing coaching and access to tools.

Qualifications

• Strong communication and interpersonal skills.
• Ability to work independently, with support.
• Willingness to obtain a state insurance license (assistance provided).
• Hungry and coachable.

Responsibilities

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

Skills

Strong communication

Interpersonal skills

Independent work

Willingness to obtain license

Coachable

Job description

Zohorecruit is hiring a remote Client Account Specialist in the United States to help clients learn about life and financial protection options. You will guide them through a simple, step-by-step process and build lasting relationships.

You will reach out to inquiries, review needs, present protection options, and support clients through the purchase journey, with ongoing coaching and access to tools.