About the Role
This role involves reaching out to prospective clients, assessing insurance needs, and enrolling individuals in suitable life insurance plans through phone-based sales.
Responsibilities
- Contact potential customers to discuss life insurance options
- Evaluate client needs and recommend appropriate coverage
- Explain policy details, benefits, and limitations clearly
- Guide applicants through the enrollment process
- Meet performance targets for calls and sales
- Maintain accurate records of customer interactions
- Follow up with leads in a timely manner
- Stay current on product offerings and underwriting guidelines
- Address client questions and concerns professionally
- Adhere to compliance and regulatory standards
- Complete required training modules
- Submit applications with complete documentation
- Work independently while meeting deadlines
- Use CRM tools to manage customer data
- Uphold ethical sales practices
- Respond to customer inquiries via phone
- Maintain a consistent daily calling schedule
- Handle objections with factual information
- Support team goals while working remotely
- Participate in performance review meetings
Nice to Have
- Multiple state insurance licenses
- Experience selling life insurance products
- Background in financial planning
- Prior remote work experience
- Knowledge of underwriting processes
Benefits
- Uncapped commission earnings
- Flexible work schedule
- Remote work from home
- Ongoing training and support
- Access to sales tools and resources
- Career advancement opportunities
Compensation
Commission-based pay structure with uncapped earning potential
Work Arrangement
Remote
Team
Independent contractor role with support from a dedicated home office team
Training and Onboarding
- New agents receive structured onboarding including product training, sales techniques, and compliance education.
- Initial training period includes supervised calls and performance feedback.
Technology Requirements
- Applicants must have a dedicated workspace with high-speed internet, a modern computer, and a landline or VoIP phone system.
- CRM access and secure login credentials will be provided.
Not available
