Remote Insurance Advisor - Build Lasting Client Relationships

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

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Ongoing coaching

Benefits Available

Job summary

Unlock Potential 360 is hiring a Remote Insurance Sales Representative to work with individuals and families seeking protection options. You’ll reach out to clients, review needs, and present suitable protection solutions while guiding them through the enrollment process.

The role emphasizes independent work, ongoing client communication, and building long-term relationships, with access to training, coaching, and client management tools. Licensure support is provided where needed.

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 of selecting coverage.
• Maintain follow-up and ongoing client communication.
• Build client-for-life relationships.

Skills

Communication

Interpersonal skills

Independent work

Job description

Unlock Potential 360 is hiring a Remote Insurance Sales Representative to work with individuals and families seeking protection options. You’ll reach out to clients, review needs, and present suitable protection solutions while guiding them through the enrollment process.

The role emphasizes independent work, ongoing client communication, and building long-term relationships, with access to training, coaching, and client management tools. Licensure support is provided where needed.