Life Insurance Sales Representative

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

📋 Description

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

• Perform comprehensive needs assessments through phone interactions.

• Provide clients with information about final expense whole life products, including policy features, underwriting tiers, and coverage amounts.

• Connect clients with appropriate carriers and products.

• Assist clients throughout the application and underwriting processes.

• Foster relationships with seniors and their families.

• Manage a pipeline of leads provided by the company.

• Achieve or surpass individual sales targets and maintain activity records in the CRM.

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

• Record sales and service activities within the CRM.

• Work collaboratively with managers, trainers, and 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 with final expense is highly advantageous.

• Proven ability to engage in empathetic and trust-building conversations with senior clients.

• Comfortable working in a phone sales environment using company-provided leads.

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

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

• Bilingual skills are a plus.

🏝️ Benefits

• Base salary plus bonuses — offering competitive overall compensation.

• Company-supplied 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.