Remote Life & Protection Advisor

Zohorecruit; Bridgeport (CT); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Coaching

Job summary

Zohorecruit is hiring a remote Client Account Specialist to help clients understand life and financial protection options and guide them through a step-by-step pathway.

You’ll reach out to clients, review needs, present options, and maintain ongoing communication to build client-for-life relationships.

We provide extensive training, access to client management tools, warm leads, and ongoing coaching; compensation is earned through client sales.

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

Job description

Zohorecruit is hiring a remote Client Account Specialist to help clients understand life and financial protection options and guide them through a step-by-step pathway.

You’ll reach out to clients, review needs, present options, and maintain ongoing communication to build client-for-life relationships.

We provide extensive training, access to client management tools, warm leads, and ongoing coaching; compensation is earned through client sales.