Life Insurance Sales Representative

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

📋 Description

• Act as a trusted advisor for clients exploring final expense life insurance options.

• Perform comprehensive needs assessments via phone to identify coverage objectives, budget, and health profile.

• Inform clients about final expense whole life products, including policy features, underwriting categories, and coverage amounts.

• Connect clients with the most appropriate carrier and product.

• Assist clients throughout the application and underwriting process.

• Foster meaningful relationships with seniors and their families.

• Manage a steady pipeline of company-generated leads.

• Achieve or surpass individual sales targets while monitoring activity and pipeline in the CRM.

• Remain updated on state insurance regulations, carrier guidelines, and compliance standards.

• Record sales and service activities in the CRM system.

• Collaborate with managers, trainers, and team members.

• Assist with additional responsibilities and special projects as necessary.

⛳️ Requirements

• Active Life & Health Insurance License (mandatory).

• 2–3 years of experience in life insurance sales; experience with final expense is highly advantageous.

• Proven ability to engage in empathetic, trust-building conversations with senior clients.

• Comfortable working in a phone sales environment utilizing company-provided leads.

• Strong technical skills and proficiency with various systems (iOS, Salesforce, Five9, Slack preferred).

• Exceptional verbal communication abilities — clear, warm, and consultative.

• Bilingual is a plus.

🏝️ Benefits

• Base salary plus bonus — offering competitive total compensation.

• Company-generated leads — no cold calling required.

• Generous vacation policy and paid holidays.

• Comprehensive health insurance coverage.

• 401(k) plan with company matching.

• A collaborative, mission-driven, and innovative work culture.

• Flexibility for remote work and opportunities for growth.