Teams at Unlock Potential 360

Assist prospective clients with life and financial protection coverage by reviewing needs, presenting options, guiding applications, maintaining follow-up, and building long-term relationships. The role provides warm leads, training, coaching, and client management tools. Compensation is commission-based and tied to client sales, with benefits available. Candidates need strong communication skills, independence, coachability, and willingness to obtain a state insurance license.

Contact warm leads seeking life and financial protection coverage, assess their needs, present available options, guide them through the application process, and maintain ongoing client relationships. The role includes follow-up communication, client management tools, training, coaching, and performance-based compensation.

Assist clients who request life and financial protection information by reviewing needs, presenting coverage options, guiding them through the application process, maintaining follow-up communication, and building long-term relationships. The role provides warm leads, training, coaching, and client management tools. Compensation is based on client sales performance, and candidates must be willing to obtain a state insurance license.