Life Insurance Sales Representative

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

📋 Description

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

• Perform detailed needs assessments through phone interactions.

• Educate clients on the features of final expense whole life products, including policy details, underwriting tiers, and coverage limits.

• Connect clients with appropriate carriers and products that fit their needs.

• Assist clients throughout the application and underwriting procedures.

• Foster relationships through compassionate, solution-oriented discussions with seniors and their families.

• Manage a pipeline of leads provided by the company.

• Achieve or surpass individual sales targets.

• Monitor activities and pipeline status within the CRM system.

• Remain informed about state insurance regulations, carrier guidelines, and compliance standards.

• Record sales and service actions in the CRM.

• Collaborate with managers, trainers, and team colleagues.

• Assist with additional responsibilities and special projects as necessary.

⛳️ 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 dialogues with senior clientele.

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

• Strong technical proficiency and ability to navigate various systems (preferably iOS, Salesforce, Five9, Slack).

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

• Bilingual skills are a plus.

🏝️ Benefits

• Competitive total compensation package—including base salary and bonuses.

• Access to company-provided 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 workplace culture.