Insurance Solutions Advisor

Unlock Potential 360; City of Middletown (NY); Remote; USD 60,000 - 110,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads

Ongoing coaching

Job summary

Unlock Potential 360 in Middletown, NY is seeking a motivated sales professional to engage with clients who have requested information about coverage. You will review needs, present protection options, and guide clients through the purchase process.

This role emphasizes ongoing communication, follow-up, and building long-term client relationships. Training, coaching, and access to warm leads are provided to support your success.

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 and interpersonal

Job description

Unlock Potential 360 in Middletown, NY is seeking a motivated sales professional to engage with clients who have requested information about coverage. You will review needs, present protection options, and guide clients through the purchase process.

This role emphasizes ongoing communication, follow-up, and building long-term client relationships. Training, coaching, and access to warm leads are provided to support your success.