Life Insurance Sales Specialist

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

📋 Description

• Proactively reach out to existing agency clients to uncover life insurance opportunities.

• Make a substantial number of outbound calls and follow up with clients each day.

• Review current client relationships to pinpoint households and businesses that may have life insurance needs.

• Conduct assessments to determine life insurance needs and suggest suitable solutions.

• Provide quotes, present options, and successfully close life insurance policies.

• Maintain consistent follow-up with prospects throughout the sales journey.

• Keep an organized pipeline of opportunities and scheduled follow-ups.

• Record client interactions and sales activities within agency systems.

• Collaborate with Personal Lines and Commercial teams to identify life insurance prospects.

• Achieve or surpass established monthly production and activity targets.

• Maintain comprehensive product knowledge and stay updated on life insurance offerings and underwriting standards.

⛳️ Requirements

• Possession of an active and valid Life Insurance license.

• Prior experience in life insurance sales.

• In-depth understanding of life insurance products and the sales process.

• Comfortable with making a high volume of outbound calls daily.

• Excellent phone, communication, relationship-building, and objection-handling abilities.

• Confident in asking for the sale and advancing opportunities to closure.

• Highly organized with strong follow-up practices.

• Self-driven and capable of independently managing a sales pipeline.

• Results-oriented, motivated by financial rewards and unlimited earning potential.

🏝️ Benefits

• Unlimited earning potential.

• Financial incentives.