Remote Insurance Advisor - Protect & Grow Families

Unlock Potential 360; Santa Fe (NM); Remote; USD 40,000 - 80,000; Full time

Job summary

Unlock Potential 360 is seeking an Insurance Sales Representative to work remotely with individuals and families exploring coverage options. You’ll help clients understand their needs, present protection choices, and guide them through the buying process.

The role emphasizes client relationships, ongoing communication, and the ability to work independently with support. Training is provided and licensure assistance is available to qualify you for insurance products.

Qualifications

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

Responsibilities

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

Job description

Unlock Potential 360 is seeking an Insurance Sales Representative to work remotely with individuals and families exploring coverage options. You’ll help clients understand their needs, present protection choices, and guide them through the buying process.

The role emphasizes client relationships, ongoing communication, and the ability to work independently with support. Training is provided and licensure assistance is available to qualify you for insurance products.