Life Insurance Sales Representative

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

📋 Description

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

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

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

• Connect clients with the most appropriate carrier and product.

• Assist clients throughout the application and underwriting process.

• Foster meaningful relationships with seniors and their families.

• Manage a pipeline of leads provided by the company.

• Achieve or surpass personal sales targets while monitoring activity and pipeline in the CRM.

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

• Record sales and service activities in the CRM system.

• Collaborate with managers, trainers, and team members.

• Assist with additional duties 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 a significant advantage.

• Proven ability to engage in empathetic and 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 capability is a plus.

🏝️ Benefits

• Base salary plus bonus — competitive total compensation.

• Company-supplied leads — no cold calling necessary.

• Generous vacation policy and paid holidays.

• Comprehensive health insurance coverage.

• 401(k) with company matching.

• Flexibility for remote work and opportunities for growth.

• Collaborative, mission-driven, and innovative culture.