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
Entry-level life insurance sales agent
Builds
Life insurance policies and member service
Domain
Insurance / Financial Services
Deliverable
product features
Required skills
Life insurance product knowledge, needs assessment, compliance adherence, cross-selling, documentation accuracy
Preferred skills
Bachelors degree, 1-3 years sales experience, Microsoft Word/Excel proficiency
Technologies
Microsoft Word, Microsoft Excel
Responsibilities
Conduct comprehensive needs assessments to understand financial goals and risk tolerance; Present and sell life insurance policies; Ensure accurate completion of forms and regulatory compliance; Identify and develop sales leads from referrals; Process insurance and membership changes; Develop individual business plans to meet sales goals.