Insurance Client Success Specialist

Unlock Potential 360; Grantsville (UT); 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 in Grantsville, UT is seeking a motivated sales professional to contact clients who request coverage information. You will assess needs, present protection options, and guide clients through the enrollment process while building lasting relationships.

You will benefit from a strong training program, access to client management tools, warm leads, and ongoing coaching, with earnings tied to client sales and successful outcomes.

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

Strong communication

Interpersonal skills

Independent work

Coachable

Willingness to obtain license

Job description

Unlock Potential 360 in Grantsville, UT is seeking a motivated sales professional to contact clients who request coverage information. You will assess needs, present protection options, and guide clients through the enrollment process while building lasting relationships.

You will benefit from a strong training program, access to client management tools, warm leads, and ongoing coaching, with earnings tied to client sales and successful outcomes.