Licensed Life Insurance Advisor - Consultative, CRM-Driven

LS Solutions; Richmond (VA); On-site; USD 50,000 - 75,000; Full time

Job summary

LS Solutions in Richmond, VA seeks a Licensed Life Insurance Sales Agent to prospect, qualify clients, and present tailored life insurance solutions to close new business. You will manage a strong pipeline using CRM tools and ensure applications meet regulatory standards.

The role emphasizes ongoing service to existing clients, needs-based consultations, and regular review of coverage to adapt with client needs and regulatory changes.

Qualifications

• Must hold an active life insurance license.
• Excellent communication and relationship-building abilities.
• Ability to assess client needs and tailor solutions.
• Detail-oriented with regulatory compliance focus.
• Experience using CRM systems to manage leads.

Responsibilities

• Prospect and qualify leads
• Perform needs-based client consultations
• Recommend and present appropriate life insurance products
• Close new business and manage follow-up
• Use CRM tools to maintain and track leads and pipeline
• Verify applications for regulatory and compliance accuracy
• Review coverage regularly and assist with ongoing client needs

Skills

Current life insurance license

Strong communication

Consultative selling

Relationship-building

Regulatory and compliance focus

CRM proficiency

Job description

LS Solutions in Richmond, VA seeks a Licensed Life Insurance Sales Agent to prospect, qualify clients, and present tailored life insurance solutions to close new business. You will manage a strong pipeline using CRM tools and ensure applications meet regulatory standards.

The role emphasizes ongoing service to existing clients, needs-based consultations, and regular review of coverage to adapt with client needs and regulatory changes.