Remote Insurance Sales & Protection Advisor

Unlock Potential 360; West Linn (OR); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Job summary

Unlock Potential 360 in West Linn, OR is seeking an Insurance Sales Representative (Remote) to help individuals and families explore coverage options and select financial protection for their assets. This client-facing role focuses on building long-term relationships, guiding customers through the purchase process, and leveraging warm leads.

Training, licensing assistance, and ongoing coaching are provided to help you succeed.

Qualifications

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

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

License in progress

Tools

CRM software

Job description

Unlock Potential 360 in West Linn, OR is seeking an Insurance Sales Representative (Remote) to help individuals and families explore coverage options and select financial protection for their assets. This client-facing role focuses on building long-term relationships, guiding customers through the purchase process, and leveraging warm leads.

Training, licensing assistance, and ongoing coaching are provided to help you succeed.