Licensed Life Insurance Advisor

Boulder Connect; Bentonville (AR); On-site; USD 35,000 - 90,000; Full time

Job summary

Boulder Connect seeks a Licensed Life Insurance Sales Agent to generate and qualify leads, then conduct needs-based consultations with individuals and families to identify protection goals and recommend suitable life insurance solutions.

Key duties include guiding clients through the application and underwriting process, ensuring regulatory compliance, maintaining CRM records, and building long-term client relationships based on trust and service.

Qualifications

• Must be a licensed life insurance sales agent.
• Excellent communication and consultative sales skills.
• Ability to analyze client needs and recommend appropriate coverage.
• Detail-oriented with commitment to compliance and accurate recordkeeping.
• Comfort working in a performance-driven environment.

Responsibilities

• Provide client-facing guidance throughout the insurance application and underwriting process.
• Ensure regulatory compliance and follow applicable licensing and sales standards.
• Maintain accurate, up-to-date client and sales records in a CRM.
• Build and nurture long-term client relationships based on trust and service.

Skills

Licensed life insurance agent

Strong communication

Consultative sales

Needs analysis

Detail-oriented

Compliance awareness

Performance-driven

Job description

Boulder Connect seeks a Licensed Life Insurance Sales Agent to generate and qualify leads, then conduct needs-based consultations with individuals and families to identify protection goals and recommend suitable life insurance solutions.

Key duties include guiding clients through the application and underwriting process, ensuring regulatory compliance, maintaining CRM records, and building long-term client relationships based on trust and service.