Remote Insurance Sales Advisor – Warm Leads

Unlock Potential 360; Ottumwa (IA); Remote; USD 30,000 - 60,000; Full time

Benefits offered by this job

Training program

CRM access

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360 seeks an Insurance Sales Representative (Remote) to help individuals and families explore coverage options and select financial protection for their loved ones and assets.

In this client-facing role you will reach out to prospective clients, review needs, present protection options, and guide them through the enrollment process, with ongoing coaching and access to warm leads.

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

Independent work

Licensing readiness

Job description

Unlock Potential 360 seeks an Insurance Sales Representative (Remote) to help individuals and families explore coverage options and select financial protection for their loved ones and assets.

In this client-facing role you will reach out to prospective clients, review needs, present protection options, and guide them through the enrollment process, with ongoing coaching and access to warm leads.