Remote Life & Protection Client Advisor

Zohorecruit; Stamford (CT); Remote; EUR 35,000 - 62,000; Full time

Benefits offered by this job

Training program

Coaching

Warm leads

Client tools

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 and building lasting relationships.

You will reach out to prospects, review needs, present protection options, and provide ongoing client communication. Training, coaching, and access to client management tools are provided, with compensation tied to 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

Skills

Strong communication

Interpersonal skills

Independent work

Insurance license willingness

Tools

Client management tools

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 and building lasting relationships.

You will reach out to prospects, review needs, present protection options, and provide ongoing client communication. Training, coaching, and access to client management tools are provided, with compensation tied to sales.