Remote Life & Protection Client Advisor

Unlock Potential 360

West Memphis (AR)

Remote

USD 42,000 - 60,000

Full time

11 days ago

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Benefits offered by this job

Training program
CRM access
Warm leads
Ongoing coaching

Job summary

Zohorecruit in West Memphis, AR is seeking a remote Client Account Specialist to help clients explore life and financial protection options and guide them through a clear, step-by-step pathway. The role emphasizes building long-term relationships, responding to inquiries, and assisting clients through the protection-selection process, with robust training, CRM tools, and ongoing coaching provided.

If you are self-motivated, coachable, and willing to obtain a state insurance license (licensing

Qualifications

  • Excellent verbal and written communication abilities.
  • Ability to work independently while staying connected with the team.
  • Willingness to obtain a state insurance license with licensing support.
  • Motivated, coachable, and results-driven.

Responsibilities

  • Reach out to clients who have requested information about coverage.
  • Review client needs and present available protection options.
  • Assist clients through the process of selecting options.
  • Maintain follow-up and ongoing client communication.
  • Build client-for-life relationships.

Skills

Strong communication skills
Interpersonal skills
Ability to work independently
Coachable

Tools

CRM software

Job description

Zohorecruit in West Memphis, AR is seeking a remote Client Account Specialist to help clients explore life and financial protection options and guide them through a clear, step-by-step pathway. The role emphasizes building long-term relationships, responding to inquiries, and assisting clients through the protection-selection process, with robust training, CRM tools, and ongoing coaching provided.

If you are self-motivated, coachable, and willing to obtain a state insurance license (licensing

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