Insurance Client Advisor - Warm Leads & Growth

Unlock Potential 360; Newberg (OR); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 in Newberg, OR seeks a results-driven professional to reach out to clients, review needs, present protection options, and guide them through the insurance process.

You will maintain follow-up, build long-term relationships, and leverage provided training, client management tools, and warm leads to drive sales.

This is a commission-based role with benefits; training and coaching are provided to help you succeed.

Qualifications

• Strong communication and interpersonal skills are essential.
• Ability to work independently with support when needed.
• Willingness to obtain a state insurance license (licensing help provided).
• Hungry and coachable with a drive to succeed.

Responsibilities

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

Skills

Communication

Interpersonal skills

Independent worker

Willing to obtain license

Job description

Unlock Potential 360 in Newberg, OR seeks a results-driven professional to reach out to clients, review needs, present protection options, and guide them through the insurance process.

You will maintain follow-up, build long-term relationships, and leverage provided training, client management tools, and warm leads to drive sales.

This is a commission-based role with benefits; training and coaching are provided to help you succeed.