Insurance Advisor — Warm Leads, Coaching & Growth Path

Unlock Potential 360; Petoskey (MI); Remote; USD 45,000 - 90,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads

Ongoing coaching

Job summary

Unlock Potential 360 in Petoskey, MI, seeks a client service role focusing on insurance coverage information and options. You will reach out to interested clients, assess needs, and guide them through the enrollment process while maintaining ongoing communication.

A supportive program provides coaching, training, and access to warm leads. You will develop relationships and grow with the team in a fast-paced, results-driven environment.

Qualifications

• Strong communication and interpersonal skills are required.
• Ability to work independently, with support.
• Willingness to obtain a state insurance license (assistance provided).
• Hungry and coachable attitude is valued.

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

Communication skills

Interpersonal skills

Independent worker with support

Willingness for insurance license

Education

State insurance license (pending)

Tools

CRM tools

Client management tools

Job description

Unlock Potential 360 in Petoskey, MI, seeks a client service role focusing on insurance coverage information and options. You will reach out to interested clients, assess needs, and guide them through the enrollment process while maintaining ongoing communication.

A supportive program provides coaching, training, and access to warm leads. You will develop relationships and grow with the team in a fast-paced, results-driven environment.