Client-Focused Insurance Sales Pro with Warm Leads

Unlock Potential 360; Keizer (OR); Remote; USD 35,000 - 75,000; Full time

Benefits offered by this job

Training program

CRM tools

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 in Keizer, OR is seeking a proactive sales-focused individual to connect with clients who request information about coverage. You’ll review needs, present protection options, and guide clients through the enrollment process while building lasting relationships.

The role emphasizes earning through client sales, training, coaching, and access to warm leads and management tools. You’ll thrive on independence with support and be willing to obtain an insurance license.

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

Independent work

Licensing willingness

Hungry and coachable

Tools

Client management tools

Job description

Unlock Potential 360 in Keizer, OR is seeking a proactive sales-focused individual to connect with clients who request information about coverage. You’ll review needs, present protection options, and guide clients through the enrollment process while building lasting relationships.

The role emphasizes earning through client sales, training, coaching, and access to warm leads and management tools. You’ll thrive on independence with support and be willing to obtain an insurance license.