About the Role
This position is for a self-driven agent who will convert leads into life insurance sales, maintain compliance with state licensing requirements, and deliver client service remotely.
Responsibilities
- Generate new business through follow-up on provided leads
- Conduct client needs assessments and recommend suitable life insurance products
- Maintain up-to-date knowledge of state insurance regulations
- Submit applications and required documentation accurately and on time
- Ensure all client interactions meet compliance standards
- Meet or exceed monthly sales targets
- Renew existing policies as needed
- Provide clear explanations of policy terms and benefits
- Respond promptly to client inquiries
- Keep customer records updated in the agency system
- Coordinate with underwriting teams when necessary
- Stay current with product updates and rate changes
- Complete required continuing education for license maintenance
- Adhere to ethical sales practices
- Report sales activity according to agency guidelines
- Use CRM tools to track client progress
- Attend regular training sessions
- Follow scripts and compliance protocols during calls
- Escalate complex cases to management when appropriate
- Maintain professional communication standards
Nice to Have
- Multi-state licensing
- Experience with indexed or universal life products
- Prior work with lead-based sales models
- Knowledge of Medicare Advantage plans
- Bilingual communication abilities
- Previous remote work experience
- Track record of high sales volume
- Carrier appointments already in place
- Experience training new agents
- Familiarity with digital marketing for referrals
Compensation
Commission-based pay
Work Arrangement
Remote
Team
Individual contributor role with support from a centralized operations team
Company Leads
- Leads are provided by the company, allowing agents to focus on conversion rather than prospecting.
- Lead volume is consistent and distributed based on performance.
Flexible Schedule
- Agents set their own hours within compliance guidelines.
- Work can be conducted evenings or weekends to match client availability.
Not available
