Life Insurance Sales Representative

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

📋 Description

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

• Perform comprehensive needs assessments via phone.

• Inform clients about final expense whole life policies, including features, underwriting categories, and coverage levels.

• Pair clients with appropriate carriers and products.

• Assist clients throughout the application and underwriting processes.

• Cultivate relationships with seniors and their families through compassionate discussions.

• Manage a pipeline of leads provided by the company.

• Achieve or surpass individual sales targets.

• Monitor activities and pipeline in the CRM system.

• Keep updated on state insurance laws, carrier policies, and compliance standards.

• Record sales and service activities in the CRM.

• Collaborate with managers, trainers, and team members.

• Assist with additional responsibilities and special projects as required.

⛳️ Requirements

• Valid 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.

• Comfort in a phone sales environment using company-generated leads.

• Strong technical capabilities and proficiency with various systems.

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

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

• Bilingual skills are a plus.

🏝️ Benefits

• Base salary plus bonus — competitive overall compensation.

• Leads provided by the company — no cold calling necessary.

• Generous vacation policy and paid holidays.

• Comprehensive health insurance coverage.

• 401(k) plan with company matching.

• Flexibility for remote work.

• Opportunities for advancement.

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