About the Role
This position requires a licensed agent to engage with pre-qualified leads, guide clients through life insurance options, and close policies remotely. Success depends on strong communication and sales follow-through.
Responsibilities
- Contact prospective clients using leads supplied by the company
- Explain life insurance products and coverage options clearly
- Assess client needs to recommend suitable policies
- Complete applications and ensure accurate documentation
- Follow up with clients to answer questions and address concerns
- Maintain compliance with state insurance regulations
- Meet or exceed monthly sales targets
- Schedule and conduct phone-based client meetings
- Stay current on product updates and underwriting guidelines
- Provide support during the underwriting and policy issuance process
- Track all client interactions in the CRM system
- Maintain professional communication standards
- Resolve client objections with factual information
- Coordinate with back-office staff for policy processing
- Uphold confidentiality of client information
- Renew state insurance license as required
- Participate in regular performance reviews
- Adhere to ethical sales practices
- Report sales activity on a weekly basis
- Utilize training resources to improve performance
Nice to Have
- Multi-state insurance licenses
- Experience with indexed or universal life products
- Background in financial services sales
- High client satisfaction ratings
- Consistent track record of sales growth
- Advanced CRM proficiency
- Prior remote work experience in insurance
Compensation
Commission-based pay with potential for high earnings based on performance
Work Arrangement
Remote
Team
Join a growing team focused on client service and insurance solutions
Company Leads
All leads are provided by the company, fully qualified and ready for outreach. Agents do not need to generate their own prospects.
Remote Work Policy
This is a 100% remote position. Work can be performed from any U.S. location with reliable internet and compliance with state licensing requirements.
Not offered
