South Carolina Licensed Life Insurance Agent

Job Summary

To support clients in securing affordable final expense life insurance, the fully remote South Carolina Licensed Life Insurance Agent will guide seniors and their families through their options, conduct needs assessments, and convert leads into issued policies while ensuring compliance with industry standards.

Key responsibilities

• Serve as a trusted advisor to clients navigating final expense life insurance options
• Conduct thorough needs assessments via phone to understand each client's coverage goals and budget
• Guide clients through the application and underwriting process with care and personalized support

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