Life Sales Agent
Core
Entry-level life insurance sales role focused on conducting needs assessments, presenting policy options, and selling life insurance to new and existing members.
Role type
Life Sales Agent (Entry-level)
Builds
Life insurance policies and membership services
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Life insurance sales, needs assessment, policy explanation, compliance adherence, cross-selling, documentation accuracy
Preferred skills
Bachelors degree equivalent, 1-3 years insurance sales experience, Microsoft Word/Excel proficiency, competitive nature
Technologies
Microsoft Word, Excel
Responsibilities
Conduct comprehensive needs assessments to understand financial goals and risk tolerance; Present and sell life insurance policies to potential and existing members; Identify and develop potential sales lists from referrals; Identify cross-sell opportunities based on member needs; Process insurance and membership changes; Maintain current knowledge of life insurance products and policy provisions
Seniority
Entry-level
