Life Insurance Sales Representative

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

📋 Description

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

• Perform detailed needs assessments over the phone to comprehend coverage objectives, financial constraints, and health backgrounds.

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

• Connect clients with the most appropriate insurance carrier and product.

• Assist clients throughout the application and underwriting journey.

• Foster meaningful relationships with senior clients and their families.

• Manage a steady stream of leads provided by the company.

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

• Keep abreast of state insurance laws, carrier policies, and compliance standards.

• Record sales and service interactions within the CRM system.

• Collaborate effectively with managers, trainers, and team colleagues.

• Assist with additional responsibilities and special projects as required.

⛳️ Requirements

• Active Life & Health Insurance License (mandatory).

• 2–3 years of experience in life insurance sales; experience with final expense is a significant advantage.

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

• Comfortable working in a phone sales setting using company-generated leads.

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

• Exceptional verbal communication skills – clear, friendly, and consultative.

• Bilingual skills are a plus.

🏝️ Benefits

• Competitive total compensation package including base salary and bonuses.

• Company-supplied leads – no need for cold prospecting.

• Generous vacation and paid holiday policy.

• Comprehensive health insurance coverage.

• 401(k) plan with company matching.

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

• Flexibility for remote work and opportunities for professional growth.