Client Success & Insurance Solutions Specialist

Unlock Potential 360; Portland (ME); Remote; USD 30,000 - 80,000; 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 Portland, ME is seeking a results-driven insurance sales advocate. You will contact clients who requested information about coverage, assess needs, and present suitable protection options to help them make informed decisions.

In this role, you’ll guide clients through the enrollment process, maintain ongoing communication, and build lasting relationships. Compensation is earned through client sales, with benefits available, and we provide training, coaching, and tools to

Qualifications

• Excellent communication and interpersonal abilities.
• Ability to work independently with support as needed.
• Willingness to obtain a state insurance license; license assistance provided.
• Self-motivated, 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

Independence with support

Insurance license (state)

Coachability

Job description

Unlock Potential 360 in Portland, ME is seeking a results-driven insurance sales advocate. You will contact clients who requested information about coverage, assess needs, and present suitable protection options to help them make informed decisions.

In this role, you’ll guide clients through the enrollment process, maintain ongoing communication, and build lasting relationships. Compensation is earned through client sales, with benefits available, and we provide training, coaching, and tools to