Remote Life & Protection Client Advisor

Zohorecruit; Folly Beach (SC); Remote; USD 35,000 - 75,000; Full time

Job summary

Zohorecruit is seeking a remote Client Account Specialist to assist clients who requested information about life and financial protection coverage, guiding them through a step-by-step process.

This role focuses on helping clients understand their options, maintaining follow-up, and building client-for-life relationships while receiving ongoing coaching and access to client management tools.

Qualifications

• Excellent verbal and written communication required.
• Ability to work independently while receiving support from the team.
• Willingness to obtain a state insurance license; licensing assistance provided.
• Drive, motivation, and coachability for sales-driven roles.

Responsibilities

• Reach out to clients who requested information about coverage.
• Review needs and present protection options.
• Assist clients through the enrollment process and licensing steps.
• Maintain follow-up and ongoing communication with clients.
• Build lasting client relationships and trust.

Skills

Strong communication

Interpersonal skills

Independent work with support

License readiness

Job description

Zohorecruit is seeking a remote Client Account Specialist to assist clients who requested information about life and financial protection coverage, guiding them through a step-by-step process.

This role focuses on helping clients understand their options, maintaining follow-up, and building client-for-life relationships while receiving ongoing coaching and access to client management tools.