Remote Insurance Advisor — Client Solutions

Unlock Potential 360; Dubuque (IA); Remote; USD 45,000 - 85,000; 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 seeking an Insurance Sales Representative for a remote role in the Dubuque area. You will engage individuals and families, assess coverage needs, and guide them to suitable financial protection options.

The position emphasizes client-facing interaction, follow-up communication, and building lasting relationships. Training and coaching are provided, with licensing assistance available to help you grow in a sales-driven environment.

Qualifications

• Excellent communication and relationship-building abilities.
• Comfort working independently with minimal supervision.
• Willingness to obtain a state insurance license with company support.

Responsibilities

• Reach out to clients who requested information about coverage.
• Review needs and present protection options.
• Assist clients through the enrollment and selection process.
• Maintain follow-up and ongoing client communication.
• Build long-term client relationships for referrals and renewals.

Skills

Strong communication

Interpersonal skills

Independent work ethic

Coachable attitude

Job description

Unlock Potential 360 is seeking an Insurance Sales Representative for a remote role in the Dubuque area. You will engage individuals and families, assess coverage needs, and guide them to suitable financial protection options.

The position emphasizes client-facing interaction, follow-up communication, and building lasting relationships. Training and coaching are provided, with licensing assistance available to help you grow in a sales-driven environment.