Remote Insurance Advisor - Build Lifelong Clients

Unlock Potential 360; Lawrenceburg (KY); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Training program

CRM tools

Warm leads

Coaching

Job summary

Unlock Potential 360 in Kentucky seeks an Insurance Sales Representative for a remote, client-facing role. You will help individuals and families who have requested information about coverage options understand and select protection solutions for their family and assets.

You'll reach out to clients, review needs, present options, and guide them through the process, while building lasting client relationships and leveraging warm leads and ongoing coaching.

Qualifications

• Strong communication and interpersonal skills.
• Ability to work independently with support.
• Willingness to obtain a state insurance license (assistance provided).
• Entrepreneurial mindset and coachability.

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

Communication skills

Interpersonal skills

Self-motivation

Independent work

Job description

Unlock Potential 360 in Kentucky seeks an Insurance Sales Representative for a remote, client-facing role. You will help individuals and families who have requested information about coverage options understand and select protection solutions for their family and assets.

You'll reach out to clients, review needs, present options, and guide them through the process, while building lasting client relationships and leveraging warm leads and ongoing coaching.