Life Insurance Agent

This is a fully remote position, open to applicants in Texas.

📋 Description

• Promote whole life and final expense products through a high-volume, phone-based sales approach.

• Achieve high conversion rates on qualified paid and internally generated leads post-training.

• Begin by making outbound calls to missed appointments, then transition to inbound and warm live-transfer leads as you progress.

• Utilize company-provided leads, scripts, role-playing exercises, and coaching resources to enhance performance weekly.

• Adhere to the company's ethical selling process, ensuring customers fully understand their purchases.

• Maintain discipline in activity tracking, CRM usage, follow-ups, and performance while working remotely.

• Cultivate consistent performance across activity volume, applications, placed premium, policy count, and closing rates.

⛳️ Requirements

• Possess an active life insurance license in at least one U.S. state.

• Demonstrate high accountability and comfort in a performance-driven sales setting.

• Experience in life, final expense, Medicare, door-to-door sales, call center, cold calling, outbound sales, appointment-setting, or other high-volume B2C sales roles.

• Provide evidence of sales success: quota achievement, leaderboard rankings, awards, production metrics, strong closing rates, or consistent top-performer results.

• Direct life insurance sales experience is not mandatory if you hold an active life license and possess a strong sales background.

• Ability to quickly complete or transfer necessary carrier appointments/releases, particularly with Americo and Mutual of Omaha.

• Willingness to engage in coaching, role-playing, CRM discipline, and accept performance feedback.

🏝️ Benefits

• Company-sponsored leads.

• Support for licensing, continuing education, and additional state appointments for high achievers.

• Daily coaching and sales training.

• AI-driven role-playing and internal sales support tools.

• Access to warm live-transfer leads after completing the training ramp.

• A well-defined sales system aimed at helping high performers generate consistent income.