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 we expand our product offerings, we're seeking a Life Insurance Sales Representative to help us serve clients with final expense life insurance solutions.

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, and team members to sharpen skills and contribute to team goals
• Support additional duties and special projects as needed

Requirements

• Active Life & Health Insurance License (required)
• 2–3 years of life insurance sales experience; final expense experience a strong plus
• Demonstrated ability to have empathetic, trust-building conversations with senior clients
• Comfort working a phone sales environment with company-provided leads
• Strong technical skills and comfort using multiple systems (iOS, Salesforce, Five9, Slack preferred)
• Excellent verbal communication skills — clear, warm, and consultative
• Bilingual a plus

Benefits

• Company-provided leads — no cold prospecting required
• Generous vacation policy and paid holidays
• Comprehensive health insurance coverage
• 401(k) with company match
• Collaborative, mission-driven, and innovative culture
• Remote work flexibility and growth opportunities

Pay

Base salary plus bonus — competitive total compensation