Remote Insurance Solutions Advisor

Unlock Potential 360; Cape Elizabeth (ME); Remote; USD 40,000 - 90,000; 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 is seeking an Insurance Sales Representative to work remotely with individuals and families evaluating coverage options. This client-facing role focuses on helping customers understand and select appropriate financial protection for their family and assets.

You will reach out to clients, review needs, present options, assist through the process, and build lasting client relationships while taking advantage of warm leads and ongoing coaching.

Qualifications

• Strong communication and interpersonal skills are required.
• Ability to work independently, with support as needed.
• Willingness to obtain a state insurance license (assistance provided).
• Hungry and coachable attitude.

Responsibilities

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

Skills

Strong communication

Interpersonal skills

Independent work

Willingness to obtain license

Job description

Unlock Potential 360 is seeking an Insurance Sales Representative to work remotely with individuals and families evaluating coverage options. This client-facing role focuses on helping customers understand and select appropriate financial protection for their family and assets.

You will reach out to clients, review needs, present options, assist through the process, and build lasting client relationships while taking advantage of warm leads and ongoing coaching.