Life Insurance Sales Agent – Multi-Level Opportunity
Core
Help members protect what matters most by identifying life insurance needs, delivering personalized recommendations, and guiding members toward solutions that align with their goals.
Role type
Life Solutions Specialist (inbound contact center sales)
Builds
Life insurance and related protection solutions for military community members and their families
Domain
Insurance / Financial Services
Required skills
consultative sales, relationship building, fact-finding, objection handling, cross-selling, performance metrics tracking
Preferred skills
CLU designation, military experience, contact center experience
Technologies
phone, email, video appointments, multiple internal systems
Responsibilities
Engage with current and prospective members through high volume of inbound and outbound interactions; Build rapport and uncover member needs by conducting thorough fact-finding conversations; Deliver consultative recommendations for life insurance and related protection solutions; Educate members on insurance products, coverage options, estate planning considerations, and enhanced protection solutions; Drive sales by confidently presenting recommendations, overcoming objections, and helping members take action; Identify opportunities to cross-sell or refer members to additional financial solutions; Complete follow-up outreach to nurture opportunities, advance sales conversations, and support retention and acquisition efforts; Stay informed on industry trends, economic conditions, and legislative developments; Consistently achieve performance expectations related to sales, member experience, productivity, quality, and compliance; Serve as a resource and mentor to less experienced team members
Seniority
Entry to Mid-level, sales-focused