Licensed Life Insurance Sales Agent
Core
Guide customers through the life insurance buying process, educate them on products, and assist with applications and policy purchases via inbound/outbound channels.
Role type
Senior IC life insurance telesales specialist
Builds
Life insurance policies for families
Domain
Life insurance / Fintech
Deliverable
client delivery
Required skills
Life insurance telesales, Salesforce/CRM proficiency, sales techniques, objection handling, pipeline management, discovery questioning, conversion driving, referral generation
Preferred skills
Bilingual (English/Spanish), multitasking, time management, adaptability, quick learning
Technologies
Salesforce
Responsibilities
Engage potential customers through inbound and outbound calls, emails and SMS; Educate customers on Ethos' products and processes; Uncover and understand an individual's needs through in-depth discovery; Build relationships and instill trust with customers to drive conversion targets; Manage a pipeline of customers and perform follow-up through the application and purchasing process; Iterate and improve upon workflows and outreach strategies; Drive referral activity by creating positive customer experiences
Seniority
Mid-level, hands-on IC