Remote Life & Financial Protection Specialist

Unlock Potential 360; Starkville (MS); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Training program

CRM tools

Warm leads

Coaching

Job summary

Zohorecruit 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 step-by-step pathway to options.

You will reach out to clients, review needs, present protection options, and maintain follow-up and ongoing communication to build lasting relationships. Training and coaching are provided.

Qualifications

• Excellent written and verbal communication.
• Ability to work independently with support.
• Willingness to obtain a state insurance license (training provided).

Responsibilities

• Reach out to clients who 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

Communication skills

Interpersonal skills

Independence

License prep

Tools

CRM software

Job description

Zohorecruit 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 step-by-step pathway to options.

You will reach out to clients, review needs, present protection options, and maintain follow-up and ongoing communication to build lasting relationships. Training and coaching are provided.