Remote Insurance Advisor — Build Client Relationships

Unlock Potential 360; Pawtucket (RI); Remote; USD 40,000 - 70,000; 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 Pawtucket, RI is seeking an Insurance Sales Representative to work remotely with individuals and families exploring coverage options. This client-facing role helps customers understand protection for their family and assets.

You’ll reach out to clients who requested information, review needs, present options, and guide them through the process. The company provides training, warm leads, coaching, and licensing assistance.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently, with support as needed.
• Willingness to obtain a state insurance license (assistance provided).
• Customer-focused mindset with coaching and feedback.

Responsibilities

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

Skills

Communication

Interpersonal skills

Self-motivation

Coachable

Job description

Unlock Potential 360 in Pawtucket, RI is seeking an Insurance Sales Representative to work remotely with individuals and families exploring coverage options. This client-facing role helps customers understand protection for their family and assets.

You’ll reach out to clients who requested information, review needs, present options, and guide them through the process. The company provides training, warm leads, coaching, and licensing assistance.