Field Life Insurance Agent I (60781)

Responsible for promoting and selling life insurance products to prospective and existing clients through multiple engagement channels, including phone, virtual, and in person interactions. This role focuses on developing core sales skills, learning life insurance products and underwriting fundamentals, and delivering Five Diamond service while meeting established performance expectations. Works under regular guidance while building and expanding proficiency in consultative selling, needs based recommendations, and end to end sales processing. This position will support a strong foundation and development of Life Insurance sales skills and experience.

What you will do:

• Generate life insurance sales opportunities through inbound inquiries, outbound follow up, referrals, and assigned lead sources to support a consistent sales pipeline.
• Educate and counsel prospective and existing clients on basic life insurance products and coverage options to support informed purchasing decisions.
• Gather client information and conduct foundational needs assessments to identify appropriate life insurance solutions under established guidelines.
• Execute the sales process with accuracy, including quoting, application completion, collection of requirements, and follow up through issued and paid status with appropriate support.
• Meet individual sales goals, activity expectations, and quality standards while developing efficiency and confidence in the sales role.
• Build rapport and establish positive client relationships by delivering Five Diamond service during all communications and transactions.
• Accurately document client interactions, applications, and policy activity within assigned CRM and agency management systems.
• Develop and maintain knowledge of life insurance products, underwriting basics, sales techniques, and organizational policies and procedures.