Life Insurance Sales Representative

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

📋 Description

• Act as a reliable consultant for clients exploring options in final expense life insurance.

• Perform comprehensive needs assessments over the phone.

• Provide clients with information about final expense whole life products, including policy features, underwriting tiers, 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 stream of company-generated leads.

• Achieve or surpass individual sales targets while monitoring activities and pipeline within the CRM.

• Keep up-to-date with state insurance regulations, carrier policies, 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 required.

⛳️ Requirements

• Current Life & Health Insurance License (mandatory).

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

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

• Comfortable working in a phone sales setting with leads provided by the company.

• Strong technical proficiency and comfort with using various systems.

• Familiarity with iOS, Salesforce, Five9, and Slack is preferred.

• Exceptional verbal communication skills — clear, approachable, and consultative.

• Bilingual skills are a plus.

🏝️ Benefits

• Competitive total compensation package consisting of a base salary plus bonuses.

• Access to company-generated leads — no need for cold prospecting.

• Generous vacation policy along with paid holidays.

• Comprehensive health insurance coverage.

• 401(k) plan with company matching contributions.

• Flexibility for remote work and opportunities for professional growth.

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