Insurance Client Advisor - Warm Leads & Coaching

Unlock Potential 360; Ladson (SC); Remote; USD 40,000 - 60,000; 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 Ladson, SC is hiring a client advocate to help prospective clients understand coverage options and guide them through the purchase process.

You’ll reach out to interested clients, review needs, present protection options, and maintain ongoing communication to build long-term relationships. The role offers training, coaching, and access to client management tools.

Qualifications

• Excellent 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.

Skills

Communication skills

Independent work

Licensing willingness

Coachable

Job description

Unlock Potential 360 in Ladson, SC is hiring a client advocate to help prospective clients understand coverage options and guide them through the purchase process.

You’ll reach out to interested clients, review needs, present protection options, and maintain ongoing communication to build long-term relationships. The role offers training, coaching, and access to client management tools.