Remote Insurance Sales Pro (Client-First)

Unlock Potential 360; Carlsbad (CA); Remote; USD 40,000 - 80,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Ongoing coaching

Job summary

Unlock Potential 360 in Carlsbad, CA is seeking an Insurance Sales Representative to work remotely with individuals and families exploring coverage options. This client-facing role focuses on helping customers understand and choose financial protection for their family and assets.

You will reach out to clients, review needs, present options, assist through the process, and maintain ongoing communication while building long-term relationships.

Qualifications

• Excellent communication and interpersonal skills required.
• Ability to work independently while staying guided by team support.
• Willingness to obtain a state insurance license; licensing assistance provided.
• Demonstrated motivation, adaptability, and eagerness to learn.

Responsibilities

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

Skills

Communication skills

Independent work

License readiness

Coachability

Job description

Unlock Potential 360 in Carlsbad, CA is seeking an Insurance Sales Representative to work remotely with individuals and families exploring coverage options. This client-facing role focuses on helping customers understand and choose financial protection for their family and assets.

You will reach out to clients, review needs, present options, assist through the process, and maintain ongoing communication while building long-term relationships.