Wisconsin Licensed Life Insurance Agent
Job Summary
To support clients in navigating final expense life insurance options, the fully remote Wisconsin Licensed Life Insurance Agent will guide seniors and their families through the application process, utilizing company-provided leads to build trust and convert inquiries into policies.
Key responsibilities
- Serve as a trusted advisor to clients, conducting needs assessments to understand their coverage goals and financial situations
- Educate clients on final expense whole life products and guide them through the application and underwriting process
- Consistently meet or exceed individual sales goals while accurately documenting activities in the CRM system
Required qualifications
- Active Life & Health Insurance License
- 2-3 years of life insurance sales experience, with a preference for final expense experience
- Demonstrated ability to conduct empathetic conversations with senior clients
- Comfortable working in a phone sales environment with company-provided leads
- Strong technical skills and familiarity with systems like Salesforce and Five9
Complete Job Description
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