Remote Insurance Advisor: Leads, Training & Licensing

UniTrust Financial Group; Chico (CA); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Access to leads

Licensing assistance

Remote work

Job summary

UniTrust Financial Group is expanding its remote sales team and seeking driven individuals who want to build a career in insurance while helping families find coverage that fits their needs. This is a fully remote role with access to leads and licensing support.

No prior insurance experience is required. You will follow a proven process, conduct phone and virtual consultations, tailor options to clients, and complete applications with ongoing mentorship and training.

Qualifications

• No prior insurance experience required.
• Candidates should be motivated and goal-oriented.
• Ability to work independently and maintain professionalism.

Responsibilities

• Follow up with prospective clients and leads
• Conduct phone and virtual consultations
• Learn about each client’s goals and coverage needs
• Explain available insurance options in a clear and professional manner
• Help clients complete applications
• Maintain consistent follow-up throughout the application process
• Participate in sales, product, and professional development training

Skills

Self-motivation

Independent work

Professional demeanor

Willingness to learn

Job description

UniTrust Financial Group is expanding its remote sales team and seeking driven individuals who want to build a career in insurance while helping families find coverage that fits their needs. This is a fully remote role with access to leads and licensing support.

No prior insurance experience is required. You will follow a proven process, conduct phone and virtual consultations, tailor options to clients, and complete applications with ongoing mentorship and training.