Insurance Client Advisor — Warm Leads & Training

Unlock Potential 360; Topsham (ME); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Job summary

Unlock Potential 360 is hiring in Topsham, ME to help clients explore protection options and secure coverage. You will reach out to interested individuals, assess needs, and guide them through the purchase process. We provide training, access to client management tools, warm leads, and ongoing coaching to help you grow.

A state insurance license is encouraged, with assistance provided to achieve it. Ideal for self-motivated communicators who value results, recognition, and meaningful career

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.

Skills

Communication skills

Interpersonal skills

Independent worker

Job description

Unlock Potential 360 is hiring in Topsham, ME to help clients explore protection options and secure coverage. You will reach out to interested individuals, assess needs, and guide them through the purchase process. We provide training, access to client management tools, warm leads, and ongoing coaching to help you grow.

A state insurance license is encouraged, with assistance provided to achieve it. Ideal for self-motivated communicators who value results, recognition, and meaningful career