Insurance Client Advisor — Leads Provided & Growth

Unlock Potential 360; Muskegon (MI); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Training program

CRM tools access

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 in Muskegon, MI, seeks a motivated sales-focused professional to engage clients about coverage options. You’ll guide prospects through the process, present tailored protection plans, and foster ongoing communication to build lasting relationships.

Compensation is commission-based with access to training, coaching, and CRM tools. Candidates must be willing to pursue a state insurance license; the company provides support to obtain it.

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.
• Build client-for-life relationships.

Job description

Unlock Potential 360 in Muskegon, MI, seeks a motivated sales-focused professional to engage clients about coverage options. You’ll guide prospects through the process, present tailored protection plans, and foster ongoing communication to build lasting relationships.

Compensation is commission-based with access to training, coaching, and CRM tools. Candidates must be willing to pursue a state insurance license; the company provides support to obtain it.