Life Insurance Sales Representative

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

📋 Description

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

• Perform detailed needs assessments over the phone.

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

• Connect clients with the most appropriate carrier and product.

• Assist clients throughout the application and underwriting process.

• Cultivate meaningful relationships with seniors and their families.

• Manage a pipeline of leads provided by the company.

• Achieve or surpass individual sales targets and monitor activities in 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.

• Provide support for additional responsibilities and special projects as required.

⛳️ Requirements

• Valid Life & Health Insurance License (mandatory).

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

• Proven capability to engage in empathetic, trust-building conversations with senior clients.

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

• Strong technical proficiency and ease in using various systems (iOS, Salesforce, Five9, Slack preferred).

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

• Bilingual is a plus.

🏝️ Benefits

• Competitive total compensation including base salary plus bonus.

• Company-generated leads — no cold prospecting necessary.

• Generous vacation policy along with paid holidays.

• Comprehensive health insurance coverage.

• 401(k) plan with company matching.

• Flexibility for remote work and opportunities for growth.

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