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.

• Inform clients 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 through compassionate, solutions-oriented discussions with seniors and their families.

• Manage a pipeline of leads provided by the company.

• Achieve or surpass personal sales targets.

• Monitor activities and pipeline using the CRM.

• Keep updated on state insurance regulations, carrier guidelines, and compliance standards.

• Record sales and service activities in the CRM.

• Collaborate with managers, trainers, and team members.

• Assist with additional responsibilities and special projects as necessary.

⛳️ Requirements

• Active Life & Health Insurance License (mandatory).

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

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

• Comfort in a phone sales environment utilizing company-provided leads.

• Strong technical proficiency and ease with various systems.

• Experience with iOS, Salesforce, Five9, and Slack is preferred.

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

• Bilingual skills are a plus.

🏝️ Benefits

• Base salary plus bonus — offering competitive total compensation.

• Company-sourced leads — eliminating the need for cold prospecting.

• Generous vacation policy along with paid holidays.

• Extensive health insurance coverage.

• 401(k) plan with company matching.

• Flexibility for remote work.

• Opportunities for professional growth.

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