Remote Insurance Advisor — Client Solutions & Growth

Zohorecruit; Big Piney (WY); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Training program

Access to CRM tools

Access to warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is seeking an Insurance Sales Representative (Remote) to work with individuals and families seeking coverage options. The role focuses on helping clients understand and select suitable financial protection for their family and assets.

You will reach out to clients, review needs, present options, and guide them through the sales process while maintaining ongoing client communication and building lasting relationships.

Qualifications

• Excellent communication and interpersonal abilities.
• Ability to work independently with minimal supervision.
• Willingness to obtain a state insurance license; training provided.

Responsibilities

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

Skills

Communication skills

Interpersonal skills

Independent work

License readiness

Tools

CRM software

Job description

Unlock Potential 360 is seeking an Insurance Sales Representative (Remote) to work with individuals and families seeking coverage options. The role focuses on helping clients understand and select suitable financial protection for their family and assets.

You will reach out to clients, review needs, present options, and guide them through the sales process while maintaining ongoing client communication and building lasting relationships.