Life Insurance Sales Representative

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

📋 Description

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

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

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

• Align clients with the most appropriate carrier and product options.

• Assist clients throughout the application and underwriting stages.

• Foster meaningful relationships 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 within the CRM.

• Keep abreast of state insurance regulations, carrier policies, and compliance obligations.

• Record sales and service interactions in the CRM system.

• Collaborate with managers, trainers, and team members.

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

⛳️ Requirements

• Active Life & Health Insurance License (mandatory).

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

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

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

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

• Outstanding verbal communication abilities — clear, warm, and consultative.

• Bilingual skills are a plus.

🏝️ Benefits

• Base salary plus bonus — competitive total compensation.

• Company-generated leads — no cold calling required.

• Generous vacation policy and paid holidays.

• Comprehensive health insurance coverage.

• 401(k) with company match.

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

• Flexibility for remote work and opportunities for growth.