Remote Insurance Advisor: Client Solutions & Growth

Unlock Potential 360; Castine (ME); Remote; USD 45,000 - 85,000; Full time

Benefits offered by this job

Training program

CRM access

Warm leads

Coaching

Job summary

Unlock Potential 360 in Castine, ME (remote) is seeking an Insurance Sales Representative to work with individuals and families exploring coverage options. This client-facing role focuses on helping customers understand and select financial protection for their family and assets, with guidance and ongoing support.

You’ll reach out to interested clients, review needs, present options, assist through the process, and build long-term relationships.

Qualifications

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

Responsibilities

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

Skills

Communication skills

Independence

License readiness

Coachability

Tools

CRM access

Job description

Unlock Potential 360 in Castine, ME (remote) is seeking an Insurance Sales Representative to work with individuals and families exploring coverage options. This client-facing role focuses on helping customers understand and select financial protection for their family and assets, with guidance and ongoing support.

You’ll reach out to interested clients, review needs, present options, assist through the process, and build long-term relationships.