Licensed Life Insurance Closer (Fully Remote)

Partner Company; United States; Remote; USD 60,000 - 90,000; Full time

Job summary

Partner Company is seeking a sales-focused life insurance consultant to conduct telephone consultations with prospective clients, assess their coverage needs, and guide them through the application process. You will present quotes, explain products, and work to close sales while maintaining diligent follow-up.

In this role, you will use CRM systems and digital quoting platforms to manage leads, track progress, and ensure compliance with insurance regulations.

Responsibilities

• Conduct telephone consultations with prospective clients to assess life insurance needs.
• Present quotes, explain products, and guide applicants through the application process to close sales.
• Use CRM systems and digital quoting platforms to manage leads, track progress, and ensure regulatory compliance.

Job description

• Conduct telephone consultations with prospective clients interested in life insurance to assess their needs and recommend suitable coverage options.
• Present quotes, explain products, and guide clients through the application process while maintaining follow-up to close sales.
• Use CRM systems and digital quoting platforms to manage leads, track progress, and maintain compliance with insurance regulations.