Remote Insurance Advisor: Client-Centric Protection

Unlock Potential 360; Point Pleasant (NJ); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Training program

CRM tools

Warm leads

Coaching

Job summary

Unlock Potential 360 is seeking an Insurance Sales Representative (Remote) to help individuals and families understand and select protection options for their lives and assets. This client-facing role emphasizes advising and guiding customers through coverage choices.

You’ll work from home with training, access to warm leads, and coaching to develop your sales and licensing skills, including support to obtain a state insurance license.

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

Skills

Strong communication

Interpersonal skills

Independent worker

Willingness to obtain license

Education

State insurance license (pending)

Tools

CRM tools

Job description

Unlock Potential 360 is seeking an Insurance Sales Representative (Remote) to help individuals and families understand and select protection options for their lives and assets. This client-facing role emphasizes advising and guiding customers through coverage choices.

You’ll work from home with training, access to warm leads, and coaching to develop your sales and licensing skills, including support to obtain a state insurance license.