Client Success & Insurance Solutions Specialist

Unlock Potential 360; Terre Haute (IN); Remote; USD 40,000 - 100,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads provided

Ongoing coaching

Benefits available

Job summary

Unlock Potential 360 in Terre Haute, IN is seeking a self-driven insurance sales agent who will reach out to clients, review needs, present protection options, and guide them through the enrollment process.

You will build lasting client relationships, receive comprehensive training, access to warm leads, and ongoing coaching. Compensation is commission-based with benefits available and license assistance.

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 seeking information about coverage.
• Review needs and present protection options.
• Assist clients through the enrollment process.
• Maintain follow-up and ongoing client communication.
• Build lasting client-for-life relationships.

Skills

Strong communication

Interpersonal skills

Self-motivated

License willingness

Coachable

Job description

Unlock Potential 360 in Terre Haute, IN is seeking a self-driven insurance sales agent who will reach out to clients, review needs, present protection options, and guide them through the enrollment process.

You will build lasting client relationships, receive comprehensive training, access to warm leads, and ongoing coaching. Compensation is commission-based with benefits available and license assistance.