Licensed Life Insurance Sales - Experienced
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Overview
Job Description
Licensed Life Insurance Sales - Experienced
Make a difference in peoples' lives.
About the Role
We are looking for a motivated and personable Life Insurance Agent to join our team. In this role, you will guide clients through the process of selecting appropriate life insurance products based on their individual needs and long-term financial goals. Youll be responsible for lead generation, policy education, and closing salesall while maintaining strong relationships and providing excellent client service.
Key Responsibilities
- Identify prospects through cold calls, networking, referrals, or marketing campaigns
- Meet with clients to assess financial situations and life insurance needs
- Present customized life insurance solutions, including term, whole, and universal life policies
- Explain policy terms, conditions, coverage, and premium options clearly
- Assist clients in completing applications and submitting required documentation
- Follow up on client inquiries, manage renewals, and handle claims support if needed
- Maintain detailed client records and stay current on insurance products and regulations
- Meet or exceed individual and team sales targets
Essential Skills and Qualifications
- Strong interpersonal and communication skills
- Sales-oriented mindset with a customer-first approach
- In-depth understanding of life insurance products and financial planning principles
- Self-motivated and organized with strong time-management skills
- Ability to explain complex insurance concepts in simple terms
- Familiarity with CRM software and digital tools for sales tracking
- Problem-solving abilities and ethical judgment
Education and Experience
- High school diploma or equivalent required
- Associates or bachelors degree in finance, business, or related field preferred
- Active state life insurance license (required)
- 2+ years of sales or insurance industry experience is preferred
- Training in financial planning or insurance sales is a plus
Required Qualification:
Hold an active Health & Life Insurance License
Life Insurance sales: 2+ years experience preferred
Strong organizational, interpersonal, communication and presentation skills
Comprehensive knowledge of Microsoft Outlook and Word
Ability to successfully navigate mobile applications
High level of self-motivation; ability to accomplish goals independently
Benefits:
Flexible schedule
Work from home
Salary Range: $60000.00 - $80000.00 per year
BenefitsAnnual Base Salary + Commission+ Bonus Opportunities
Work from Home
Flexible Schedule
Hands on Training
Career Growth Opportunities
Support for Success
Responsibilities
- Identify prospects through cold calls, networking, referrals, or marketing campaigns
- Meet with clients to assess financial situations and life insurance needs
- Present customized life insurance solutions, including term, whole, and universal life policies
- Explain policy terms, conditions, coverage, and premium options clearly
- Assist clients in completing applications and submitting required documentation
- Follow up on client inquiries, manage renewals, and handle claims support if needed
- Maintain detailed client records and stay current on insurance products and regulations
- Meet or exceed individual and team sales targets
Hold an active Health & Life Insurance License
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
