About the Role
This position involves converting company-generated leads into life insurance sales, maintaining compliance with state licensing requirements, and delivering accurate policy information to clients remotely.
Responsibilities
- Respond promptly to inbound leads provided by the company
- Conduct life insurance needs assessments with prospective clients
- Explain policy features, benefits, and exclusions clearly
- Obtain signed applications and ensure accurate data entry
- Follow up with clients throughout the underwriting process
- Maintain up-to-date knowledge of product offerings
- Adhere to all state and federal insurance regulations
- Submit applications to underwriting within required timeframes
- Maintain accurate client records in the agency system
- Meet or exceed monthly sales expectations
- Participate in scheduled training sessions
- Uphold professional standards in all client interactions
- Report sales activity according to agency protocols
- Resolve client questions about policy status or documentation
- Maintain active life insurance license in good standing
- Complete continuing education requirements as needed
- Use CRM tools to track client communications
- Coordinate with support staff for document processing
- Ensure compliance with advertising and sales guidelines
- Maintain confidentiality of client information
Nice to Have
- Multi-state licensing
- Experience selling final expense insurance
- Prior work with lead-based sales models
- Knowledge of health underwriting criteria
- Familiarity with electronic applications
- Previous remote work experience
- History of meeting or exceeding sales goals
- Carrier appointments with top-rated insurers
- Experience in telephone-based sales
- Strong closing skills
Benefits
- Access to exclusive company-generated leads
- No requirement to generate own prospects
- Training on sales processes and compliance
- Technical support for software and tools
- Online portal for tracking performance
- Flexible scheduling within business hours
- Independent contractor status
- No mandatory office attendance
- Ongoing product updates
- Support team for administrative tasks
Compensation
Commission-based earnings with potential for high income
Work Arrangement
Remote
Team
Independent contractor role with access to company support and resources
Lead Quality
- Leads are sourced from national marketing campaigns and are exclusive to the agency
- Each lead has expressed interest in life insurance and submitted contact information voluntarily
Technology Requirements
- Must have a computer with updated operating system
- Webcam and microphone for training and meetings
- Printer for document handling
- Secure internet connection with minimum 10 Mbps speed
Licensing Support
- Assistance available for license reinstatement if lapsed
- Guidance provided for securing carrier appointments
Not applicable
