Insurance Advisor (Warm Leads) — Growth Path

Zohorecruit; La Plata (MD); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Training program

CRM tools access

Warm leads provided

Ongoing coaching

Job summary

Unlock Potential 360 in La Plata, MD is seeking a motivated client-facing professional to reach out to clients who have requested information about coverage, review their needs, and present protection options. You’ll assist clients through the process and build long-term relationships.

This role offers an effective training program, access to client management tools, warm leads (no cold calling required), and ongoing coaching to support your growth and success.

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.

Job description

Unlock Potential 360 in La Plata, MD is seeking a motivated client-facing professional to reach out to clients who have requested information about coverage, review their needs, and present protection options. You’ll assist clients through the process and build long-term relationships.

This role offers an effective training program, access to client management tools, warm leads (no cold calling required), and ongoing coaching to support your growth and success.