Remote Insurance Client Success Advisor

Zohorecruit; New York (NY); Remote; USD 60,000 - 100,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads

Ongoing coaching

Job summary

Unlock Potential 360 in Columbia, United States is seeking a results-driven insurance sales role focused on client outreach, needs assessment, and guiding clients through coverage options. You’ll maintain follow-up, nurture relationships, and work toward long-term client success.

This commission-based position offers training, access to client management tools, warm leads, and ongoing coaching to help you grow your sales and licensing pathway. State license support provided.

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.

Skills

Communication skills

Interpersonal skills

Job description

Unlock Potential 360 in Columbia, United States is seeking a results-driven insurance sales role focused on client outreach, needs assessment, and guiding clients through coverage options. You’ll maintain follow-up, nurture relationships, and work toward long-term client success.

This commission-based position offers training, access to client management tools, warm leads, and ongoing coaching to help you grow your sales and licensing pathway. State license support provided.