Life Insurance Sales Agent – Multi-Level Opportunity
Core
Inbound and outbound life insurance sales specialist helping military members and families achieve financial security through personalized protection solutions.
Role type
Senior IC life insurance sales agent (inbound contact center)
Builds
Life insurance policies, long-term care products, and estate planning solutions for military community members
Domain
Insurance / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
consultative sales, relationship building, objection handling, cross-selling, fact-finding, sales performance tracking, compliance adherence
Preferred skills
CLU designation, contact center experience, military experience, military spouse experience, high-volume telephone sales experience
Technologies
CRM systems, video appointment platforms, communication channels
Responsibilities
Engage with members via phone, email, and video to uncover life insurance needs; deliver consultative recommendations for life insurance and related protection solutions; drive sales by presenting recommendations and overcoming objections; cross-sell or refer members to additional financial solutions; mentor less experienced team members; stay informed on industry trends and legislative developments
Seniority
Mid-level, hands-on IC