Life Insurance Sales Specialist
Description
Job Description
Existing Customer Relationship Development
• Proactively engage existing agency customers to identify life insurance opportunities.
• Conduct personalized life insurance and financial protection reviews.
• Build relationships based on trust, education, and long-term service.
• Follow up on life insurance opportunities identified by the agency’s sales and service teams.
• Maintain consistent communication with customers throughout the sales process.
Benefits
- Paid Time Off (PTO)
- Hands on Training
- Career Growth Opportunities
- Retirement Plan
- Community Involvement
Responsibilities
A successful Life Insurance Sales Specialist will:
• Build meaningful relationships with existing agency households.
• Consistently identify and address unmet financial protection needs.
• Convert qualified opportunities into appropriately placed life insurance policies.
• Create a repeatable, measurable life insurance sales process.
• Increase the percentage of agency households with life insurance protection.
• Generate referrals and strengthen overall customer retention.
Requirements
Qualifications
• Active life insurance producer license, or ability to obtain one before conducting licensed sales activities.
• Previous experience in life insurance, financial services, or consultative sales preferred.
• Strong relationship-building and communication skills.
• Ability to explain complex insurance concepts in clear, understandable language.
• Comfortable discussing sensitive financial and family protection needs.
• Self-motivated, organized, and accountable for results.
• Commitment to ethical, customer-focused sales practices.
• Ability to collaborate with an established agency team.