Licensed Life Insurance Sales Agent

Boulder Connect; Greenville (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Boulder Connect in Greenville, NC is seeking a motivated life insurance advisor to prospect and qualify potential clients, conduct needs-based consultations, and tailor coverage solutions.

You will prepare policy illustrations, support applications, assist with underwriting, and provide ongoing service to build a durable book of business.

Qualifications

• Valid life insurance license
• Strong communication and consultative sales skills
• Goal-oriented, self-motivated, and able to build a book of business
• Working knowledge of insurance regulations and compliance expectations
• Ability to illustrate policies and explain coverage clearly

Responsibilities

• Prospect and qualify potential clients
• Conduct needs-based consultations and recommend appropriate coverage
• Prepare policy illustrations and support the application process
• Assist with underwriting and guide clients through requirements
• Provide ongoing service and maintain customer relationships
• Educate clients on insurance benefits and financial protection planning

Skills

Life insurance license

Consultative sales

Book of business development

Regulatory compliance knowledge

Policy illustration explanations

Job description

Prospect and qualify leads to identify individuals’ and families’ needs through needs-based consultations. Recommend and explain tailored life insurance solutions, including coverage options and long-term protection strategies. Manage the full sales cycle, from initial outreach and policy illustration to application submission, underwriting support, and continued client service.

Key Duties

• Prospect and qualify potential clients
• Conduct needs-based consultations and recommend appropriate coverage
• Prepare policy illustrations and support the application process
• Assist with underwriting and guide clients through requirements
• Provide ongoing service and maintain customer relationships
• Educate clients on insurance benefits and financial protection planning

Qualifications & Skills

• Valid life insurance license
• Strong communication and consultative sales skills
• Goal-oriented, self-motivated, and able to build a book of business
• Working knowledge of insurance regulations and compliance expectations
• Ability to illustrate policies and explain coverage clearly