Insurance Agent – Life, LTC & DI

This is a fully remote position, open to applicants in Connecticut, +4 more states.

📋 Description

• Interact with incoming clients and financial advisors

• Perform detailed needs assessments to uncover coverage deficiencies and financial objectives

• Suggest and sell life, long-term care, and disability insurance products

• Provide an exceptional, consultative client experience through phone and virtual platforms

• Collaborate with financial advisors and referral partners on client cases

• Clearly articulate product options, strategies, and planning concepts

• Offer guidance on the fundamentals of estate, business, and insurance planning

• Stay informed about term, whole life, UL, VUL, LTC, and DI products

• Educate clients and advisors on the features and advantages of products

• Assist with advanced topics such as coverage design, 1035 exchanges, and needs assessment

• Share ideas to enhance sales processes and marketing effectiveness

• Engage in continuous training

⛳️ Requirements

• Minimum of 2 years of direct life insurance sales experience (inbound or retail preferred)

• OR 3+ years in inside sales, case design, or insurance strategy with a proven record of achieving sales targets

• Experience in wholesaling is a significant advantage

• Active Life & Health Insurance License (mandatory)

• FINRA Series 6 & 63 required or the ability to obtain

• Strong consultative selling abilities and skills in needs discovery

• Confident in phone and virtual communication

• Capability to handle multiple tasks in a dynamic environment

• Familiarity with underwriting and case flow

• Self-motivated with a sense of accountability and a collaborative mindset

🏝️ Benefits

• Comprehensive benefits package that includes PTO

• Medical insurance

• Dental insurance

• Vision insurance

• Retirement savings

• Disability insurance

• Life insurance