Remote Life Insurance Sales Representative
About the role
Connie Health is a fast-growing insurance brokerage on a mission to empower older Americans to make confident, worry-free decisions about their coverage. We combine AI-driven technology with knowledgeable local experts to help people select the right plans and navigate their benefits with ease. Our culture is mission-driven, collaborative, and innovative — grounded in Relationships First, Data-Driven decision making, and Accountability in delivering unbiased, high-quality guidance to every member we serve. As a Life Insurance Sales Representative, you will help clients — primarily seniors and their families — secure affordable life insurance coverage designed to ease the financial burden of end-of-life expenses. Working primarily via phone with company-provided leads, you will guide clients through their options with compassion, clarity, and expertise. This role requires someone who can build trust quickly, have sensitive conversations skillfully, and consistently convert leads into issued policies while meeting compliance standards.
Responsibilities
- Serve as a trusted advisor to clients navigating final expense life insurance options, helping them make confident, informed decisions
- Conduct thorough needs assessments via phone to understand each client's coverage goals, budget, and health profile
- Educate clients on final expense whole life products, policy features, underwriting tiers, and coverage amounts
- Match clients with the most suitable carrier and product based on their unique situation
- Guide clients through the application and underwriting process with care, accuracy, and personalized support
- Build meaningful relationships through empathetic, solutions-focused conversations — especially with seniors and their families
- Work a consistent pipeline of company-provided leads with urgency and professionalism
- Consistently meet or exceed individual sales goals while tracking activity and pipeline in the CRM
- Stay current on state insurance regulations, carrier guidelines, and compliance requirements
- Accurately document all sales and service activities in the CRM system
- Collaborate with managers, trainers,