Licensed Insurance Sales Representative
About the role
Follow up with warm leads and prospective clients
Assess client needs and recommend appropriate life and health insurance solutions
Educate clients on policy options in a clear and professional manner
Complete applications and guide clients through the enrollment process
Maintain strong client relationships and provide exceptional customer service
Meet personal production goals and maintain consistent follow-up activities
Utilize CRM systems and virtual meeting platforms effectively
Responsibilities
- Follow up with warm leads and prospective clients
- Assess client needs and recommend appropriate life and health insurance solutions
- Educate clients on policy options in a clear and professional manner
- Complete applications and guide clients through the enrollment process
- Maintain strong client relationships and provide exceptional customer service
- Maintain personal production goals and conduct consistent follow-up activities
- Utilize CRM systems and virtual meeting platforms effectively
Qualifications
- Required: Active Life & Health Insurance License
- Strong communication and relationship-building skills
- Self-motivated with a goal-oriented mindset
- Ability to work independently and manage your schedule effectively
- Comfortable using technology, CRM platforms, and virtual meeting tools
- Prior insurance sales experience preferred
- Proven track record in sales or customer service
- Experience working with life, health, or final expense products
Benefits
- Uncapped commission structure
- Monthly and performance-based bonuses
- Residual income opportunities
- Potential annual earnings of $75,000 – $150,000+
Pay
Compensation Uncapped commission structure
Monthly and performance-based bonuses
Residual income opportunities
Potential annual earnings of $75,000 – $150,000+
Schedule
Work remotely, in the field, or both. Set your own schedule and build your business around your personal and financial goals.