Remote Insurance Advisor — Leads, Training & Licensing

UniTrust Financial Group; Long Barn (CA); Remote; USD 40,000 - 90,000; Full time

Benefits offered by this job

Access to leads

Training & mentorship

Licensing assistance

Fully remote work environment

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 opportunity includes access to leads, training, mentorship, and licensing support. You will work remotely and connect with individuals who have shown interest in learning more about insurance and financial protection solutions.

Qualifications

• Motivated and goal-oriented individuals who can work remotely
• Strong communication skills for phone and virtual consultations
• Ability to learn quickly, follow a proven process, and close leads

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

Prospecting

Communication

Independent work

Sales skills

Education

Insurance license preferred

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 opportunity includes access to leads, training, mentorship, and licensing support. You will work remotely and connect with individuals who have shown interest in learning more about insurance and financial protection solutions.