Remote Insurance Sales Consultant: Client-Centric Protection

Unlock Potential 360; Town of Vienna (WI); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Effective training

CRM tools access

Warm leads provided

Ongoing coaching

Job summary

Unlock Potential 360 is seeking an Insurance Sales Representative to join our independent agency. This remote role focuses on helping individuals and families understand coverage options and select financial protection for their lives and assets.

You will reach out to clients who requested information, review needs, present protection options, guide them through the process, and maintain ongoing communication to build long-term relationships. Training and licensing assistance provided.

Qualifications

• Strong communication and interpersonal skills.
• Ability to work independently, with support.
• Willingness to obtain a state insurance license (licensing 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

Interpersonal skills

Independence with support

Tools

CRM tools

Job description

Unlock Potential 360 is seeking an Insurance Sales Representative to join our independent agency. This remote role focuses on helping individuals and families understand coverage options and select financial protection for their lives and assets.

You will reach out to clients who requested information, review needs, present protection options, guide them through the process, and maintain ongoing communication to build long-term relationships. Training and licensing assistance provided.