Life & Health Insurance Advisor — Warm Referrals & Growth

Smith Davis Insurance; Papillion (NE); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Paid Time Off

Health Insurance

Dental Insurance

Life Insurance

Parental Leave

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Vision Insurance

Disability Insurance

Job summary

Smith Davis Insurance in Papillion, Nebraska is seeking a results-driven life insurance sales professional to convert warm referrals into policy placements and build a thriving client book.

You will work with thousands of households, enjoy a real base salary plus commission and bonus opportunities, and benefit from independence to match clients with suitable carriers. Expect weekly production targets and a learning-focused EOS culture.

Qualifications

• Active life and health license required or ability to obtain; compensation includes base + commission + bonuses.
• Proven sales production with quota carrying experience preferred.
• Ability to conduct needs-based sales conversations and ask closing questions.
• Comfort discussing income, health history, and beneficiary decisions.
• Familiarity with AMS360, AgencyZoom, Salesforce or similar CRM systems.
• Proficient with Microsoft 365 including Excel, Outlook, and Teams.

Responsibilities

• Cross-sell into existing P&C book with referrals from account managers and producers.
• Meet with clients to evaluate life, disability, and long-term care needs; quantify gaps.
• Place policies and manage underwriting; handle objections and close.
• Develop new business through referrals, networking, and community involvement.
• Maintain licensing and compliance; document interactions and outcomes.

Skills

Sales experience

Needs-based selling

Interviewing skills

CRM familiarity

Microsoft Excel

Microsoft Outlook

Microsoft Teams

Education

Life and Health Insurance License

Tools

AMS360

AgencyZoom

Salesforce

Excel

Outlook

Teams

Job description

Smith Davis Insurance in Papillion, Nebraska is seeking a results-driven life insurance sales professional to convert warm referrals into policy placements and build a thriving client book.

You will work with thousands of households, enjoy a real base salary plus commission and bonus opportunities, and benefit from independence to match clients with suitable carriers. Expect weekly production targets and a learning-focused EOS culture.