Insurance Advisor: Warm Leads, Training & Growth

Zohorecruit; Maryland Heights (MO); Remote; USD 50,000 - 85,000; 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 Maryland Heights, MO is seeking a results-driven client advisor to reach out to interested individuals, assess needs, present protection options, and guide clients through the enrollment process.

You will maintain ongoing communication, nurture relationships, and leverage warm leads with provided training, coaching, and tools. A state insurance license is required or supported.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently, with support.
• Willingness to obtain a state insurance license (assistance provided).
• Hungry and coachable, with drive to succeed.

Responsibilities

• Reach out to clients who have requested information about coverage.
• Review needs and present available protection options.
• Assist clients through the enrollment process.
• Maintain follow-up and ongoing client communication.
• Build client-for-life relationships.

Skills

Strong communication

Interpersonal skills

Ability to work independently

Willingness to obtain state insurance

Coachability

Job description

Unlock Potential 360 in Maryland Heights, MO is seeking a results-driven client advisor to reach out to interested individuals, assess needs, present protection options, and guide clients through the enrollment process.

You will maintain ongoing communication, nurture relationships, and leverage warm leads with provided training, coaching, and tools. A state insurance license is required or supported.