Life Insurance Specialist
Core
Convert referred opportunities into completed life insurance policies by providing General Advice and guiding clients through applications.
Role type
Life Insurance Specialist (Sales/Advice)
Builds
Completed life insurance policies
Domain
Insurance (Life Protection)
Required skills
Sales drive, General Advice delivery, outbound conversation management, case management, application completion, compliance adherence
Preferred skills
Pipeline management, autonomous work, long-term relationship building
Technologies
General Advice frameworks, application systems
Responsibilities
Conduct outbound General Advice conversations explaining insurance types and underwriting considerations; Provide quotes and map out next steps for clients; Manage cases through underwriting, medical requirements, and suspense; Maintain accurate advice and client records.