Growth‑Driven Life Insurance Advisor

Mutual Of Omaha Insurance; Honolulu (HI); Remote; USD 60,000 - 120,000; Full time

Job summary

TDG is seeking a Financial Advisor to confidently guide customers through the life insurance buying process, educate on product options, and ensure a world-class customer experience with transparent, simple underwriting and clear policy details.

You will engage in needs analysis, present coverage options, and support customers toward informed, confident decisions while hitting aggressive sales targets in a fast-paced environment.

Qualifications

• 1–3 years of experience in sales, account management or related roles.
• Life Insurance license is required.
• Proven track record with ability to hit sales targets.
• Excellent time-management and organizational skills.
• Proficiency experience with Salesforce or equivalent sales/CRM software.
• Start‑up grit and can adapt to changes quickly.
• Incredible drive to win.
• Quick learner comfortable in a fast‑paced, dynamic environment.
• Excellent communication skills including strong phone presence.
• Life insurance experience strongly preferred, but not required.
• Passionate about delivering exceptional customer service.

Responsibilities

• Identify and understand an individual’s needs through in-depth discovery and effective communication via email, SMS, phone and/or in person.
• Manage a pipeline of approved customers and provide omni-channel support to drive approval conversions.
• Build relationships and instill trust with customers in order to drive monthly and quarterly conversion targets.
• Communicate the authentic value proposition and how we differ from other life insurance options in market.
• Educate customers on their life insurance policy options and relevant policy details.
• Iterate and improve upon workflows and outreach strategies.
• Close new sales opportunities through effective inbound lead follow-up.
• Drive referral activity by creating positive customer experiences.
• Partner with marketing, underwriting, customer support, operations and product in order to execute team and company goals.
• Stay up-to-date with new products/services and life insurance industry trends.

Skills

Sales experience

Communication skills

Time management

CRM experience

Life insurance licensing

Startup grit

Fast-paced adaptation

Customer service excellence

Tools

Salesforce

Job description

TDG is seeking a Financial Advisor to confidently guide customers through the life insurance buying process, educate on product options, and ensure a world-class customer experience with transparent, simple underwriting and clear policy details.

You will engage in needs analysis, present coverage options, and support customers toward informed, confident decisions while hitting aggressive sales targets in a fast-paced environment.