Remote Insurance Advisor | Client Solutions & Growth

Zohorecruit; Milwaukee (WI); Remote; USD 42,000 - 60,000; Full time

Benefits offered by this job

Training program

Client management tools

Warm leads (no cold calling)

Ongoing coaching

Job summary

Unlock Potential 360 is hiring an Insurance Sales Representative (Remote) to engage individuals and families seeking coverage options. You will contact clients who requested information and guide them through selecting appropriate financial protection for their families and assets.

In this client-facing role, you’ll review needs, present options, assist with enrollment, and maintain ongoing communication to nurture long-term relationships. Training and coaching are provided.

Qualifications

• Excellent communication and interpersonal abilities for client interactions.
• Ability to work independently with support when needed.
• Willingness to obtain a state insurance license; company provides assistance.

Responsibilities

• Reach out to clients who requested information about coverage options.
• Review needs and present available protection options.
• Assist clients through the enrollment process and licensing steps.
• Maintain follow-up and ongoing client communication to build relationships.
• Establish client-for-life relationships for repeat business.

Skills

Strong communication

Interpersonal skills

Independent work

Coachability

Job description

Unlock Potential 360 is hiring an Insurance Sales Representative (Remote) to engage individuals and families seeking coverage options. You will contact clients who requested information and guide them through selecting appropriate financial protection for their families and assets.

In this client-facing role, you’ll review needs, present options, assist with enrollment, and maintain ongoing communication to nurture long-term relationships. Training and coaching are provided.