Remote Life & Protection Client Advocate

Zohorecruit; Arkansas; Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Training program

CRM tools access

Warm leads

Coaching and support

Job summary

Zohorecruit is seeking a remote Client Account Specialist in the United States to help clients understand life and financial protection options. You will guide them through a step-by-step pathway, using warm leads and ongoing coaching to build lasting relationships.

Expect comprehensive training, access to client management tools, and support for licensing. The role emphasizes strong communication, independence, and a results-driven mindset.

Qualifications

• Excellent communication and relationship-building abilities.
• Ability to work independently with minimal supervision.
• Willingness to pursue/state license with provided support.

Responsibilities

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

Skills

Strong communication

Interpersonal skills

Independent work style

Coachable

Willingness to obtain license

Tools

CRM software

Job description

Zohorecruit is seeking a remote Client Account Specialist in the United States to help clients understand life and financial protection options. You will guide them through a step-by-step pathway, using warm leads and ongoing coaching to build lasting relationships.

Expect comprehensive training, access to client management tools, and support for licensing. The role emphasizes strong communication, independence, and a results-driven mindset.