Life Insurance Sales Representative

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

📋 Description

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

• Perform comprehensive needs assessments over the phone to grasp clients' coverage objectives, financial constraints, and health status.

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

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

• Assist clients throughout the application and underwriting procedures.

• Cultivate meaningful connections with seniors and their families.

• Manage a pipeline of leads provided by the company.

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

• Remain updated on state insurance regulations, carrier policies, and compliance standards.

• Record sales and service interactions in the CRM system.

• Collaborate with managers, trainers, and fellow 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 in final expense is highly desirable.

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

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

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

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

• Bilingual skills are an advantage.

🏝️ Benefits

• Competitive total compensation comprising base salary and bonuses.

• Leads provided by the company — no need for cold prospecting.

• Generous vacation policy and paid holidays.

• Comprehensive health insurance coverage.

• 401(k) plan with company matching.

• Flexibility for remote work and opportunities for advancement.

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