Remote Insurance Advisor: Build Lifelong Clients

Unlock Potential 360; Mason City (IA); 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 is recruiting an Insurance Sales Representative for a remote role based in Mason City, IA area. You will engage with individuals and families who requested coverage information, explain options, and guide them through the purchase process.

You’ll receive training, coaching, and access to warm leads with no cold calling. Independent work is balanced with support from the team as you build client relationships over time.

Qualifications

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

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

Independent work

License prep

Tools

Client management tools

Job description

Unlock Potential 360 is recruiting an Insurance Sales Representative for a remote role based in Mason City, IA area. You will engage with individuals and families who requested coverage information, explain options, and guide them through the purchase process.

You’ll receive training, coaching, and access to warm leads with no cold calling. Independent work is balanced with support from the team as you build client relationships over time.