Insurance Client Advisor – Warm Leads

Unlock Potential 360; Yuma (AZ); Remote; USD 40,000 - 80,000; 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 is hiring in Yuma, AZ for a results-driven sales role focused on helping clients secure the right coverage. You will reach out to interested clients, review needs, and present protection options while guiding them through the enrollment process.

This position emphasizes relationship-building, independence with supportive training, and licensing assistance to obtain a state insurance license.

Qualifications

• Excellent communication and interpersonal abilities.
• Able to work independently with support.
• Willingness to obtain a state insurance license (assistance provided).

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

Job description

Unlock Potential 360 is hiring in Yuma, AZ for a results-driven sales role focused on helping clients secure the right coverage. You will reach out to interested clients, review needs, and present protection options while guiding them through the enrollment process.

This position emphasizes relationship-building, independence with supportive training, and licensing assistance to obtain a state insurance license.