Life Insurance Sales Specialist

About the Role

Were looking for a motivated, personable Life Insurance Sales Specialist who is passionate about helping people protect the people and businesses that matter most to them.

This is a sales role for someone who knows how to build trust, start meaningful conversations, and turn relationships into opportunities. Youll work with individuals, families, and business owners to understand their needs and help them find life insurance solutions that make sense for their goals and budget.

Were looking for someone who is confident enough to start the conversation, compassionate enough to listen, and motivated enough to consistently follow up and ask for the business.

Who Will Thrive Here

You may be a great fit if youre someone who:

• Loves talking to and getting to know people
• Can make complicated topics feel simple and comfortable
• Isn't afraid to start conversations other people avoid
• Understands that great sales is about listening, not just talking
• Naturally follows up and stays connected with people
• Enjoys networking and building referral relationships
• Is motivated by goals and earning potential
• Can work independently while still being part of a team
• Wants a career where selling something can genuinely make a difference for a family or business

What Makes This Role Different

Life insurance is one of those products people know they need but often put off purchasing. Your job is to help make that conversation easier.

You won't simply be selling policies. You'll help families protect their income and future, help individuals create a financial safety net, and help business owners protect the companies they've worked hard to build.

We're looking for someone who can combine heart with hustle someone who cares about helping people but isn't afraid to prospect, follow up, close the sale, and build a successful career.

Benefits

Annual Base Salary + Commission

Flexible Schedule

Work from Home

Responsibilities

• Generate new life insurance business through prospecting, referrals, networking, and relationship building
• Meet with individuals, families, and business owners to discuss their life insurance needs and financial goals
• Educate clients about life insurance options in a simple, approachable way
• Recommend appropriate coverage based on each client's needs, goals, and budget
• Prepare and present life insurance quotes and proposals
• Conduct outbound calls, texts, emails, and follow-ups with prospective clients
• Build relationships with referral partners and community professionals
• Develop new opportunities through networking and community involvement
• Follow up consistently with prospects throughout the application and underwriting process
• Assist clients with completing applications and required underwriting steps
• Maintain an organized pipeline of prospects, applications, and follow-ups
• Ask existing clients and referral partners for introductions and referrals
• Identify opportunities to help business owners with life insurance needs, including key-person coverage, buy-sell planning, and business continuation strategies
• Meet individual sales and activity goals
• Maintain accurate client and prospect information in the agency CRM
• Provide an excellent experience from the first conversation through policy placement

Requirement

• Strong sales and relationship-building skills
• Comfortable initiating conversations about life insurance, family protection, finances, and long-term goals
• Naturally personable and able to establish trust quickly
• Self-motivated and willing to actively prospect for new business
• Confident making outbound calls and following up with prospects
• Excellent communication and listening skills
• Persistent and comfortable asking for the business
• Organized and able to manage multiple prospects and applications at different stages
• Goal-oriented and motivated by measurable results
• Professional, dependable, and coachable
• Comfortable attending networking and community events
• Previous sales, financial services, insurance, banking, lending, or business-development experience is a plus
• Life insurance license required not licensed yet? No problem! Well pay for your licensing and help you through the process.