Remote Life & Protection Client Advisor

Zohorecruit; Dublin (CA); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads

Ongoing coaching

Job summary

Zohorecruit in Dublin, CA is seeking a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage. This role focuses on guiding clients through a step-by-step pathway and building lasting relationships.

Responsibilities include outreach to information requests, reviewing needs and presenting options, guiding clients through the process, and maintaining ongoing communication with clients.

Qualifications

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

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

Communication

Interpersonal skills

Independent work

License readiness

Job description

Zohorecruit in Dublin, CA is seeking a remote Client Account Specialist to assist clients seeking information about life and financial protection coverage. This role focuses on guiding clients through a step-by-step pathway and building lasting relationships.

Responsibilities include outreach to information requests, reviewing needs and presenting options, guiding clients through the process, and maintaining ongoing communication with clients.