Direct Life Sales Representative - LIC

Compensation may vary based on job level and geographic work location. Relocation support is offered for eligible candidates.

About the role

This position obtains appropriate insurance licenses and learns to sell, quote, and bind coverage for prospects. You will complete extensive training and development programs to gain product knowledge, sales, and customer service skills needed to effectively review existing coverage and advise prospects and customers regarding policy and coverage options.

Responsibilities

• Sells life insurance products to new or existing customers via various customer contact channels.
• Estimates and quotes policy premiums complying with underwriting guidelines.
• Serves as additional sales support to existing channels to assist clients with recommending specific insurance solutions.
• Answers inbound conservation calls and makes proactive outbound calls to help conserve life policies.
• Works with policyholders and independent sales agents to identify and act on opportunities to conserve business.
• Reviews existing coverage and advises customers regarding policy options.
• Identifies gaps in coverage and advises the customer of their risks; recommends additional coverage as needed and suggests options.
• Makes appropriate recommendations on policy coverage and options, closes sales, and works with life operations to process applications or changes to policies.

Requirements

• Attention to detail to provide accurate quotes to clients.
• Ability to multi-task on multiple computer systems/screens during a quote.
• Ability to clearly explain insurance concepts and coverages to clients.
• Must have resident Life Insurance License at time of hire.
• Non-resident Life license within 90 days of hire.
• Travel: Up to 10%.

Pay

Compensation range: $25.00 - $31.88 per hour.

Benefits

• Comprehensive medical, dental, and vision benefits.
• Wellbeing benefits that support physical, emotional, and financial health.
• Competitive 401(k) contribution and pension plan.
• Annual incentive.
• 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees).
• Student loan repayment program.
• Paid-family leave.

Schedule

New employees participate in a New Employee Orientation during their first week, held in person at Madison, WI Headquarters or one of our core locations. Some sessions may be delivered virtually based on scheduling and availability.

Physical Requirements

Work primarily involves sitting and standing.