Insurance Client Success Specialist

Unlock Potential 360; Kalona (IA); A distancia; USD 40.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Effective training program

Access to client management tools

Access to warm leads

Ongoing coaching

Descripción de la vacante

Unlock Potential 360 in Kalona, IA is seeking a proactive Insurance Sales Advisor to connect with clients who have shown interest in coverage. You will review needs, present protection options, and guide clients through the enrollment process to build lasting relationships.

The role offers a training-first environment with coaching and leads, enabling you to grow commission-based earnings while supporting clients to achieve their protection goals.

Formación

• Excellent communication and interpersonal skills.
• Ability to work independently, with support when needed.
• Willingness to obtain a state insurance license (assistance provided).
• Hungry, coachable and motivated to achieve results.

Responsabilidades

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

Conocimientos

Strong communication

Interpersonal skills

Independent work

Coachable

Descripción del empleo

Unlock Potential 360 in Kalona, IA is seeking a proactive Insurance Sales Advisor to connect with clients who have shown interest in coverage. You will review needs, present protection options, and guide clients through the enrollment process to build lasting relationships.

The role offers a training-first environment with coaching and leads, enabling you to grow commission-based earnings while supporting clients to achieve their protection goals.