Remote Insurance Sales Consultant – Client Solutions

Unlock Potential 360; Town of Warwick (NY); Remote; USD 45,000 - 90,000; Full time

Benefits offered by this job

Training program

CRM tools access

Warm leads

Ongoing coaching

Job summary

Unlock Potential 360, an independent insurance agency, seeks Insurance Sales Representative (Remote) to work with individuals and families who have requested information about coverage options.

This client-facing role concentrates on helping customers understand and select appropriate financial protection solutions for their family and assets, with training, coaching, and access to warm leads provided.

Qualifications

• Strong communication and interpersonal skills for client-facing work.
• Ability to work independently with support when needed.
• Willingness to obtain a state insurance license (assistance provided).
• Coachable and motivated to learn in a commission-based role.

Responsibilities

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

Skills

Strong communication

Interpersonal skills

Independent work

Willingness to obtain license

Coachable

Job description

Unlock Potential 360, an independent insurance agency, seeks Insurance Sales Representative (Remote) to work with individuals and families who have requested information about coverage options.

This client-facing role concentrates on helping customers understand and select appropriate financial protection solutions for their family and assets, with training, coaching, and access to warm leads provided.