North Carolina Licensed Life Insurance Agent
Job Summary
To support clients primarily seniors and their families, the fully remote North Carolina Licensed Life Insurance Agent will guide them in securing affordable final expense life insurance coverage, conducting needs assessments, and converting leads into issued policies while maintaining compliance standards.
Key responsibilities
- Serve as a trusted advisor to clients navigating final expense life insurance options
- Conduct thorough needs assessments via phone to understand clients' coverage goals and health profiles
- Consistently meet or exceed individual sales goals while tracking activity in the CRM
Required qualifications
- Active Life & Health Insurance License (required)
- 2-3 years of life insurance sales experience; final expense experience is a strong plus
- Demonstrated ability to have empathetic, trust-building conversations with senior clients
- Strong technical skills and comfort using multiple systems (iOS, Salesforce, Five9, Slack preferred)
- Bilingual is a plus
Complete Job Description
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