Insurance Sales Pro — Warm Leads & Training

Unlock Potential 360; Taos (NM); Remote; USD 40,000 - 80,000; Full time

Benefits offered by this job

Training program

CRM tools

Warm leads

Coaching

Job summary

Unlock Potential 360 in Taos, NM is seeking a motivated sales-focused professional to reach out to clients who requested information about coverage, review needs, present protection options, and guide them through the purchase process. You will build long-term client relationships and contribute to a team that supports your growth.

This role emphasizes hands-on training, access to warm leads, client management tools, and ongoing coaching.

Qualifications

• Strong communication and interpersonal skills are essential.
• Ability to work independently, with support as needed.
• Willingness to obtain a state insurance license; assistance provided.
• Hungry and coachable with a results-driven mindset.

Responsibilities

• Reach out to clients who have requested information about coverage.
• Review client 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

Strong communication

Interpersonal skills

Independent work

Willingness to obtain license

Hungry and coachable

Tools

Client management tools

Job description

Unlock Potential 360 in Taos, NM is seeking a motivated sales-focused professional to reach out to clients who requested information about coverage, review needs, present protection options, and guide them through the purchase process. You will build long-term client relationships and contribute to a team that supports your growth.

This role emphasizes hands-on training, access to warm leads, client management tools, and ongoing coaching.