Remote Insurance Advisor | Leads, Training & Licensing

UniTrust Financial Group; Dubuque (IA); Remote; USD 40,000 - 120,000; Full time

Benefits offered by this job

Fully remote work

Access to leads

Licensing assistance

No cold calling

Mentorship program

Job summary

UniTrust Financial Group is expanding its remote sales team and seeks driven individuals to build a career in insurance while helping families find coverage that fits their needs. You will conduct phone and virtual consultations, follow up with leads, and learn about each client’s goals and coverage needs.

This role offers access to leads, mentorship, licensing support, and a fully remote work environment with flexible scheduling.

Qualifications

• Motivated and goal-oriented mindset.
• Comfortable working independently.
• Willing to learn and follow a proven process.
• Insurance license preferred but not required.

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

Sales experience

Communication skills

Independent work

Tools

CRM software

Job description

UniTrust Financial Group is expanding its remote sales team and seeks driven individuals to build a career in insurance while helping families find coverage that fits their needs. You will conduct phone and virtual consultations, follow up with leads, and learn about each client’s goals and coverage needs.

This role offers access to leads, mentorship, licensing support, and a fully remote work environment with flexible scheduling.