Life Insurance Sales Representative

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

📋 Description

• Act as a reliable consultant for clients exploring final expense life insurance solutions

• Perform comprehensive needs evaluations over the phone

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

• Connect clients with the most appropriate carrier and product

• Assist clients throughout the application and underwriting phases

• Foster meaningful connections with seniors and their families

• Manage a steady stream of company-supplied leads

• Achieve or surpass personal sales objectives while monitoring activity and pipeline in the CRM

• Remain updated on state insurance laws, carrier protocols, and compliance standards

• Record sales and service activities in the CRM system

• Collaborate with managers, trainers, and team members

• Provide support for additional responsibilities and special projects as required

⛳️ Requirements

• Active Life & Health Insurance License (mandatory)

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

• Proven capability to engage in empathetic, trust-building dialogues with senior clients

• Comfortable operating in a phone sales environment with company-generated leads

• Strong technical aptitude and ease with various systems (iOS, Salesforce, Five9, Slack preferred)

• Outstanding verbal communication skills — articulate, friendly, and consultative

• Bilingual skills are a plus

🏝️ Benefits

• Base salary plus bonuses — attractive total compensation package

• Company-supplied leads — no cold calling necessary

• Generous vacation policy along with paid holidays

• Comprehensive health insurance coverage

• 401(k) plan with company matching

• Flexibility for remote work and opportunities for advancement

• Collaborative, mission-oriented, and innovative workplace culture