Oklahoma Life Insurance Sales Representative

Job Summary

To support clients in securing affordable life insurance coverage, the fully remote Oklahoma Life Insurance Sales Representative will guide seniors and their families through final expense options, conducting needs assessments and converting leads into issued policies while maintaining compliance standards.

Key responsibilities

• Serve as a trusted advisor to clients, helping them navigate final expense life insurance options
• Conduct thorough needs assessments to understand clients' coverage goals and health profiles
• Guide clients through the application and underwriting process with personalized support

Required qualifications

• Active Life & Health Insurance License
• 2-3 years of life insurance sales experience, with final expense experience preferred
• Demonstrated ability to build trust through empathetic conversations with senior clients
• Comfort working in a phone sales environment with company-provided leads
• Strong technical skills and familiarity with systems such as Salesforce and Five9