Direct Sales Agent

Key Responsibilities

• Conduct needs assessments and recommend suitable life insurance products.
• Guide customers through the application process and ensure a smooth purchasing experience.
• Follow up on leads, applications, and policies.
• Collaborate with Sales Operations, New Business, and Underwriting teams.
• Build strong customer relationships and support policyholder satisfaction.
• Achieve individual sales targets and contribute to team goals.
• Adhere to established sales workflows, compliance guidelines, and operational procedures to ensure consistency and accuracy throughout the sales process.
• Maintain organized records and thoroughly document customer interactions, needs, and case details within Salesforce to ensure clear communication and continuity.

Qualifications

• Licensing: Active Life & Health Insurance license required.
• Education: Bachelor’s degree preferred.
• Experience: Proven sales track record; experience with Term and Whole Life products preferred.

Skills

• Excellent verbal and written communication skills.
• Goal-oriented, self-motivated, and passionate about helping customers.
• Ability to learn products, processes, and CRM systems (Salesforce knowledge preferred).
• Strong problem-solving and relationship-building abilities.
• Strong sales skills.
• Ability to work fully remote.

About SBLI

Since 1907, SBLI has helped millions of people protect what matters most with simple, dependable life insurance. Founded by future Supreme Court Justice Louis Brandeis, our mission has always been to make life insurance accessible, affordable, and rooted in genuine care. SBLI offers a full range of life insurance products through our direct-to-consumer platform and our network of trusted independent distribution partners nationwide. SBLI offers excellent benefits including paid time off, medical, dental, life, disability, vision, and 401(k) plans. SBLI is rated A by A.M. Best. SBLI is an Equal Opportunity Employer.