Remote Life & Financial Protection Specialist

Unlock Potential 360; Searcy (AR); Remote; USD 45,000 - 80,000; Full time

Benefits offered by this job

Training program

CRM tools

Warm leads

Coaching

Job summary

Zohorecruit in the United States is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. This role focuses on guiding clients through a clear, step-by-step pathway and building relationships for the long term.

You will reach out to interested clients, review needs, present protection options, and support them through the enrollment process.

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

Skills

Communication skills

Interpersonal skills

Independent worker

License willingness

Coachable

Job description

Zohorecruit in the United States is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. This role focuses on guiding clients through a clear, step-by-step pathway and building relationships for the long term.

You will reach out to interested clients, review needs, present protection options, and support them through the enrollment process.