Kentucky Licensed Life Insurance Agent

Job Summary

Working remotely, the Life Insurance Sales Representative will guide clients, primarily seniors, in securing affordable final expense life insurance coverage, utilizing company-provided leads to build trust and convert leads into issued policies while meeting compliance standards.

Key responsibilities

• Serve as a trusted advisor, conducting needs assessments to help clients make informed decisions about final expense life insurance
• Educate clients on policy features, underwriting tiers, and coverage amounts, matching them with suitable carriers and products
• Consistently meet or exceed individual sales goals while documenting all activities in the CRM system

Required qualifications

• Active Life & Health Insurance License
• 2-3 years of life insurance sales experience, with a strong preference for final expense experience
• Demonstrated ability to engage in empathetic conversations with senior clients
• Comfortable working in a phone sales environment with company-provided leads
• Strong technical skills and proficiency in multiple systems (iOS, Salesforce, Five9, Slack preferred)