Life Insurance Agent

Resident Life Insurance Producer License (may be obtained after offer, but before starting)
Demonstrated success in selling life insurance or financial protection products
Strong interpersonal and consultative selling skills
Proven ability to meet or exceed monthly and quarterly sales targets
Excellent phone and written communication skills
High attention to detail and strong organizational abilities
Comfort with software platforms, including Microsoft Office and CRM systems
Ability to manage sensitive conversations with empathy and professionalism

Educate prospective clients on life insurance products, including term, whole, and universal life coverage
Conduct needs analyses to understand clients’ financial situations and recommend appropriate coverage options
Build and maintain a pipeline of leads and follow up with potential and existing clients to drive policy sales and renewals
Take inbound and outbound calls, leveraging consultative sales techniques to identify cross-sell and upsell opportunities
Maintain up-to-date knowledge of life insurance regulations, underwriting requirements, and product offerings
Assist clients with application processes, beneficiary updates, and policy maintenance
Provide compassionate support in the event of a claim, guiding beneficiaries through the process
Stay compliant with licensing requirements and attend ongoing training to remain informed about the industry and emerging trends
Accurately document client interactions, policy changes, and sales activities in CRM tools
Collaborate with internal support teams to ensure a smooth onboarding and customer service experience

Bachelor’s degree in business, finance, or a related field
2+ years of life insurance or financial services sales experience
Knowledge of underwriting processes and life product differences (term, whole, universal)
Bilingual proficiency in English and Spanish
Experience working in a virtual or call center–based environment