Life Insurance Sales Representative

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

📋 Description

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

• Perform comprehensive needs assessments over the phone to identify coverage objectives, budget, and health information.

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

• Connect clients with the most appropriate carrier and product.

• Assist clients throughout the application and underwriting process.

• Develop meaningful relationships with seniors and their families.

• Manage a pipeline of leads provided by the company.

• Achieve or surpass individual sales targets while monitoring activity and pipeline within the CRM.

• Keep up to date with state insurance regulations, carrier policies, and compliance standards.

• Record sales and service activities in the CRM system.

• Work collaboratively with managers, trainers, and team members.

• Assist with additional responsibilities and special projects as needed.

⛳️ Requirements

• Valid 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 conversations with senior clients.

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

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

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

• Bilingual skills are a plus.

🏝️ Benefits

• Competitive total compensation with a base salary and bonus.

• Company-generated leads — no need for cold prospecting.

• Generous vacation policy and paid holidays.

• Comprehensive health insurance coverage.

• 401(k) plan with company matching.

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

• Flexibility for remote work and opportunities for growth.