About the Role
This role involves selling life insurance policies to clients using leads generated by the company, operating remotely as an independent contractor with full licensing requirements in place.
Responsibilities
- Contact prospective clients using assigned leads
- Explain life insurance products and coverage options
- Assess client needs to recommend appropriate policies
- Guide applicants through the application process
- Maintain compliance with state and federal regulations
- Keep accurate records of client interactions
- Follow up with leads in a timely manner
- Meet performance expectations based on conversion metrics
- Stay current on product offerings and underwriting guidelines
- Provide clear answers to client questions about policy terms
- Manage appointments and client communications independently
- Submit applications accurately and on schedule
- Coordinate with underwriting teams when necessary
- Maintain professional standards in all client engagements
- Adhere to ethical sales practices
- Complete required training modules
- Uphold confidentiality of client information
- Respond promptly to client inquiries
- Track sales activity and outcomes
- Maintain active insurance license in good standing
Nice to Have
- Multiple state insurance licenses
- Experience with final expense or term life products
- History of strong sales performance in insurance
- Familiarity with lead management systems
- Background in financial services or sales
- Proven track record of meeting sales targets
- Knowledge of compliance standards in insurance marketing
- Experience working remotely in a sales capacity
- Ability to quickly learn new product lines
- Strong client retention and follow-up skills
Compensation
Commission-based earnings with potential for high income based on performance
Work Arrangement
Remote
Team
Independent contractor role with access to company resources and support
Lead Provision
- Qualified applicants will receive a steady flow of pre-qualified leads from the company
- Lead volume is based on agent performance and availability
- All leads are company-generated and exclusive to the agent
Licensing Support
- Applicants must already hold a valid life insurance license
- Assistance may be available for obtaining additional state appointments
- Agents are responsible for maintaining license compliance
Not available
