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Remote Life Insurance Sales Specialist

Remote: 
Full Remote
Contract: 
Work from: 
Canada, California (USA), United States

Offer summary

Qualifications:

Bachelor's degree in related field preferred, Valid life insurance license required, Additional licenses like health or variable advantageous.

Key responsabilities:

  • Engage clients through various channels
  • Assess financial objectives and insurance needs
  • Educate clients on life insurance policies
  • Present policy details and address objections
  • Collaborate with underwriters for quotes and applications
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Job description

Job Title: Life Insurance Sales Specialist (Remote)

Job Overview

We are actively seeking a dynamic and results-oriented Life Insurance Sales Specialist to become an integral part of our thriving team. In this remote position, you will play a crucial role in enabling clients to secure their financial future and provide protection for their loved ones by connecting them with the most suitable life insurance solutions. The ideal candidate possesses strong communication skills, a solid understanding of life insurance products, and a sincere commitment to assisting others in achieving financial stability.

Key Responsibilities

  • Engage proactively with prospective clients through multiple channels, including cold calls, networking events, referrals, and online leads.
  • Perform comprehensive assessments to identify clients’ financial objectives, risk tolerance, and insurance requirements.
  • Educate clients regarding various life insurance policies and tailor solutions that cater to their individual needs.
  • Present policy features, benefits, exclusions, and costs clearly, addressing objections and securing policy sales.
  • Collaborate with underwriters and insurance carriers to acquire quotes, process applications, and facilitate the issuance of policies.
  • Respond to client inquiries and concerns, ensuring meticulous record-keeping of all interactions and transactions within the CRM system.
  • Stay updated on industry trends, regulatory changes, and new insurance products, while continuously enhancing your skills and knowledge.
  • Aim to meet or exceed established sales targets, quotas, and performance metrics.

Required Skills

  • Exceptional communication and interpersonal skills to foster rapport and trust with clients.
  • Ability to thrive independently as well as within a team-oriented, fast-paced environment.
  • A strong drive to achieve and surpass sales goals while upholding integrity and professionalism.
  • Proficiency in utilizing CRM software and other relevant sales tools.

Qualifications

  • A bachelor’s degree in business, finance, marketing, or a related field is preferred.
  • Possession of a valid life insurance license is required; additional insurance licenses, such as health or variable, are advantageous.

Career Growth Opportunities

We are dedicated to investing in the professional development of our team members through comprehensive training and clear pathways for advancement. Top performers will find ample opportunities to grow their careers within the life insurance sector.

Company Culture And Values

Our organization promotes a competitive yet collaborative atmosphere that values independence and teamwork. We emphasize building strong relationships with clients and uphold a commitment to integrity and professionalism in all our interactions.

Compensation And Benefits

  • Commission-Only with potential earnings ranging from \(45,000 to \)175,000.
  • Health, Dental, and Vision Insurance.
  • Retirement Savings Plan with Employer Match (upon eligibility).
  • Extensive training and professional development opportunities.
  • Clear advancement pathways for high achievers.

If you are a driven, customer-centric professional looking for a rewarding career in life insurance sales, we are eager to receive your application!

Employment Type: Full-Time

Required profile

Experience

Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Social Skills
  • Sales Acumen
  • Verbal Communication Skills
  • Analytical Thinking
  • Teamwork

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