Remote Insurance Advisor: Build Trusted Client Relationships

Unlock Potential 360; Coventry (RI); A distancia; USD 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Training program

CRM tools access

Warm leads (no cold calling)

Descripción de la vacante

Unlock Potential 360 is seeking an Insurance Sales Representative to work remotely with individuals and families inquiring about coverage options. The role focuses on guiding clients to suitable financial protection for their family and assets.

You will reach out to interested clients, review needs, present options, and help complete the enrollment process while maintaining ongoing communication and building lasting relationships.

Formación

• Must have strong communication and interpersonal skills.
• Ability to work independently with support.
• Willingness to obtain a state insurance license (training provided).
• Highly motivated and coachable.

Responsabilidades

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

Conocimientos

Strong communication

Interpersonal skills

Independent work

License readiness

Coachability

Herramientas

CRM software

Descripción del empleo

Unlock Potential 360 is seeking an Insurance Sales Representative to work remotely with individuals and families inquiring about coverage options. The role focuses on guiding clients to suitable financial protection for their family and assets.

You will reach out to interested clients, review needs, present options, and help complete the enrollment process while maintaining ongoing communication and building lasting relationships.