Remote Client Insurance Advisor

Unlock Potential 360; Glenrock (WY); Remote; USD 50,000 - 80,000; 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 is seeking a driven professional in Glenrock, Wyoming to engage clients who request coverage information, assess needs, and present protection options. You will guide clients through the enrollment process and maintain ongoing communication to build lasting relationships.

The role emphasizes independence with support, a willingness to obtain an insurance license (licensing assistance provided), and a strong drive to achieve results in a dynamic environment.

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

Licensing willingness

Coachability

Job description

Unlock Potential 360 is seeking a driven professional in Glenrock, Wyoming to engage clients who request coverage information, assess needs, and present protection options. You will guide clients through the enrollment process and maintain ongoing communication to build lasting relationships.

The role emphasizes independence with support, a willingness to obtain an insurance license (licensing assistance provided), and a strong drive to achieve results in a dynamic environment.