Remote Insurance Sales Advisor | Warm Leads Provided

Unlock Potential 360; Town of Mount Pleasant (NY); Remote; USD 35,000 - 75,000; 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, a independent insurance agency, is seeking an Insurance Sales Representative (Remote) to help individuals and families explore coverage options and select appropriate protections for their families and assets.

You will reach out to interested clients, review needs, present options, and guide them through the enrollment process while maintaining ongoing communication and building lasting relationships.

Qualifications

• Strong communication and interpersonal skills are essential.
• Ability to work independently with minimal supervision.
• Willingness to obtain a state insurance license (assistance provided).
• Hungry and coachable, with a customer‑focused mindset.

Responsibilities

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

Skills

Communication

Interpersonal skills

Independence

Licensing

Coachability

Tools

CRM software

Job description

Unlock Potential 360, a independent insurance agency, is seeking an Insurance Sales Representative (Remote) to help individuals and families explore coverage options and select appropriate protections for their families and assets.

You will reach out to interested clients, review needs, present options, and guide them through the enrollment process while maintaining ongoing communication and building lasting relationships.