Licensed Life Insurance Sales Agent

Bennetts Company; Jacksonville (FL); On-site; USD 55,000 - 95,000; Full time

Job summary

Bennetts Company in Jacksonville, FL is seeking a life insurance sales professional to help families protect their financial futures through needs-based solutions. You will prospect, qualify leads, and conduct tailored consultations to recommend appropriate coverage.

You will present options, close new business, and maintain a robust CRM-driven pipeline while ensuring all applications comply with regulatory standards. Ongoing client service and policy reviews are part of the role.

Qualifications

• Active life insurance license is required.
• Solid sales and communication skills.
• Ability to conduct needs-based consultations.
• Understanding of compliance requirements and accuracy in applications.
• Proficient with CRM tools and pipeline management.

Responsibilities

• Prospect and qualify leads to identify customer needs and eligibility.
• Conduct needs-based consultations and provide tailored life insurance recommendations.
• Present coverage options, explain benefits clearly, and close new business.
• Maintain and manage a robust sales pipeline using CRM tools.
• Ensure applications meet regulatory and internal compliance requirements.
• Provide ongoing client service, including regular reviews of existing coverage.

Education

Active life insurance license

Tools

CRM software

Job description

to help individuals and families protect their financial futures through needs-based life insurance solutions.

• Prospect and qualify leads to identify customer needs and eligibility.
• Conduct needs-based consultations and provide tailored life insurance recommendations.
• Present coverage options, explain benefits clearly, and close new business.
• Maintain and manage a robust sales pipeline using CRM tools.
• Ensure applications meet all regulatory and internal compliance requirements.
• Provide ongoing client service, including regular reviews of existing coverage.

Qualifications & Skills

• Active life insurance license.
• Strong sales, communication, and relationship-building skills.
• Ability to conduct consultative, needs-based discussions.
• Solid understanding of compliance requirements and application accuracy.
• Proficiency with CRM tools and pipeline management.
• Self-motivated, performance-driven mindset with strong follow-through.