Teams at Unlock Potential 360

Engage individuals and families who request insurance information, assess their needs, present coverage options, guide clients through enrollment, and maintain ongoing communication. The role uses warm leads rather than cold calling and includes training, coaching, and client management tools. Compensation is commission-based, with benefits available. Candidates must communicate effectively, work independently, obtain a state insurance license, and be motivated and coachable.

Contact warm leads, assess clients’ insurance needs, present coverage and financial protection options, guide customers through the sales process, and maintain ongoing communication to build long-term relationships. The role includes training, coaching, client management tools, and support while requiring independent work, strong communication, and willingness to obtain a state insurance license.