Life Insurance Specialist

Position Overview

Were seeking a motivated Life Insurance Sales Specialist to help clients protect their families and achieve their financial goals. This role focuses primarily on permanent life insurance solutions including Indexed Universal Life (IUL) while recommending term life insurance when appropriate.

The ideal candidate is a self-starter with strong communication skills a professional phone presence and a passion for building lasting client relationships.

Responsibilities

• Sell permanent life insurance solutions including IUL based on client needs.
• Recommend term life insurance when appropriate.
• Conduct phone consultations with prospective clients and financial professionals.
• Build client relationships through proactive communication and follow-up.
• Gather client information and explain policy features benefits and illustrations.
• Maintain accurate client records and follow compliance and operational guidelines.
• Collaborate with team members to achieve sales goals.
• Participate in ongoing product and sales training.

Qualifications

• 25 years of life insurance sales experience.
• Active Life Insurance License in good standing.
• Experience selling permanent life insurance products including IUL.
• Strong phone communication and relationship-building skills.
• Self-motivated with excellent organizational and time management abilities.
• Detail-oriented coachable and able to thrive in a fast-paced sales environment.
• Positive attitude with the ability to work both independently and as part of a team.

Preferred Qualifications

• Experience working with financial advisors insurance agents or broker-dealers.
• Knowledge of life insurance underwriting and new business processes.
• Experience using CRM systems and managing a sales pipeline.
• Consistent history of meeting or exceeding sales goals.

What Were Looking For

Were looking for someone who is driven professional and passionate about helping clients. The ideal candidate builds trust quickly communicates effectively over the phone follows through on commitments embraces coaching and takes ownership of results while contributing positively to the team.