Life Insurance Sales Representative

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

📋 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.

• Provide clients with detailed information on final expense whole life products, including policy features, underwriting categories, and coverage limits.

• Connect clients with the most appropriate insurance carrier and product.

• Assist clients throughout the application and underwriting process.

• Foster meaningful relationships with seniors and their families.

• Manage a steady flow of company-generated leads.

• Achieve or surpass individual sales targets while monitoring activities and pipeline in the CRM.

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

• Record sales and service activities within the CRM system.

• Collaborate with managers, trainers, and team members.

• Assist with additional tasks and special projects as needed.

⛳️ Requirements

• Valid 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 conversations with senior clients.

• Proficient in a phone sales environment utilizing company-generated leads.

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

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

• Bilingual abilities are a plus.

🏝️ Benefits

• Base salary plus bonus — competitive total compensation package.

• Company-supplied leads — no cold prospecting necessary.

• Generous vacation policy and paid holidays.

• Comprehensive health insurance coverage.

• 401(k) with company matching.

• Flexibility for remote work and opportunities for advancement.

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