Remote Life & Protection Client Advisor

Zohorecruit; New Canaan (CT); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Effective training program

Client management tools access

Warm leads access

Ongoing coaching

Job summary

Zohorecruit in the United States is hiring a remote Client Account Specialist to help clients who have asked for information about life and financial protection coverage. You will guide them through a step-by-step pathway and foster strong relationships.

You’ll reach out to qualified clients, review needs, present options, assist through enrollment, and maintain ongoing communication with coaching and training provided.

Qualifications

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

Responsibilities

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

Skills

Strong communication skills

Interpersonal skills

Independent work capability

Willingness to obtain license

Tools

Client management tools

Job description

Zohorecruit in the United States is hiring a remote Client Account Specialist to help clients who have asked for information about life and financial protection coverage. You will guide them through a step-by-step pathway and foster strong relationships.

You’ll reach out to qualified clients, review needs, present options, assist through enrollment, and maintain ongoing communication with coaching and training provided.