Client Insurance Advisor: Warm Leads, Training & Growth

Unlock Potential 360; Pinedale (WY); Remote; USD 40,000 - 90,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Ongoing coaching

Job summary

Unlock Potential 360 in Pinedale, WY seeks a client-focused sales support role. You’ll reach out to interested clients, assess coverage needs, and present protection options. You’ll guide clients through the purchase process and maintain ongoing communication to build trusted relationships.

This position emphasizes independence with supportive training, access to warm leads, and coaching to help you grow as an insurance professional.

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 skills

Interpersonal skills

Independence with support

Coachability

Job description

Unlock Potential 360 in Pinedale, WY seeks a client-focused sales support role. You’ll reach out to interested clients, assess coverage needs, and present protection options. You’ll guide clients through the purchase process and maintain ongoing communication to build trusted relationships.

This position emphasizes independence with supportive training, access to warm leads, and coaching to help you grow as an insurance professional.