Remote Insurance Advisor: Build Client-for-Life Protection

Unlock Potential 360; Lehi (UT); Remote; USD 35,000 - 75,000; Full time

Benefits offered by this job

Effective training program

CRM access tools

Warm leads (no cold calling)

Ongoing coaching

Job summary

Unlock Potential 360 in Lehi, UT is seeking an Insurance Sales Representative (Remote) to help individuals and families explore coverage options and protect their assets.

This client-facing role focuses on understanding needs, presenting protection options, guiding customers through the enrollment process, and building lifelong relationships.

You'll receive training, access to client management tools, warm leads, and ongoing coaching to support your results.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently with minimal supervision.
• Willingness to obtain a state insurance license (training provided).
• Motivated, coachable, and results-driven.

Responsibilities

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

Skills

Strong communication

Independent work

Willing to obtain license

Hungry and coachable

Job description

Unlock Potential 360 in Lehi, UT is seeking an Insurance Sales Representative (Remote) to help individuals and families explore coverage options and protect their assets.

This client-facing role focuses on understanding needs, presenting protection options, guiding customers through the enrollment process, and building lifelong relationships.

You'll receive training, access to client management tools, warm leads, and ongoing coaching to support your results.