Remote Insurance Sales Advisor – Client-Centric Growth

Unlock Potential 360; Beaverton (OR); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Training program

CRM access

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 is seeking an Insurance Sales Representative (Remote) to work with individuals and families exploring coverage options.

This client-facing role helps customers understand and select protection for their family and assets, with training, warm leads, and coaching.

You will reach out to inquiries, review needs, present options, and build lasting client relationships while supported by tools and licensing assistance.

Qualifications

• Must have strong communication and interpersonal skills.
• Ability to work independently, with support.
• Willingness to obtain a state insurance license (licensing assistance provided).
• Hungry and coachable with a growth mindset.

Responsibilities

• Reach out to clients who requested information about coverage.
• Review needs and present protection options.
• Assist clients through the enrollment process.
• Maintain follow-up and ongoing client communication.
• Build long-term client relationships.

Skills

Strong communication

Independent work

Coachable

Willingness to obtain license

Tools

Client management tools

Job description

Unlock Potential 360 is seeking an Insurance Sales Representative (Remote) to work with individuals and families exploring coverage options.

This client-facing role helps customers understand and select protection for their family and assets, with training, warm leads, and coaching.

You will reach out to inquiries, review needs, present options, and build lasting client relationships while supported by tools and licensing assistance.