Life Insurance Sales Agent

Boulder Connect; Billings (MT); On-site; USD 45,000 - 75,000; Full time

Job summary

Boulder Connect in Billings, Montana seeks a Licensed Life Insurance Sales Agent to handle warm and self-generated leads, conducting needs-based consultations to understand clients' goals and budgets.

You will recommend suitable life insurance solutions and guide prospects through the entire sales cycle—from initial contact to policy issuance—while ensuring strict regulatory compliance and professional client service.

Qualifications

• Active life insurance license.
• Strong sales, consultative, and client service skills.
• Ability to assess needs, tailor recommendations, and meet client budget goals.
• Detail-oriented, organized, and compliance-focused.

Responsibilities

• Consult with individuals and families to identify insurance needs.
• Present and recommend life insurance products aligned with client objectives.
• Manage the end-to-end sales process through policy issuance.
• Ensure all activities follow applicable laws, regulations, and compliance standards.
• Maintain effective client communication and support throughout the application process.

Skills

Life insurance license

Sales & consultative skills

Needs assessment & tailoring

Detail-oriented & compliant

Job description

Role: Licensed Life Insurance Sales Agent

Handle warm and self-generated leads by conducting needs-based consultations to understand clients' goals and budgets. Recommend appropriate life insurance solutions and guide prospects through the full sales cycle - from initial contact to application and policy issuance - while maintaining strict regulatory compliance.

Key Duties

• Consult with individuals and families to identify insurance needs
• Present and recommend life insurance products aligned with client objectives
• Manage the end-to-end sales process through policy issuance
• Ensure all activities follow applicable laws, regulations, and compliance standards
• Maintain effective client communication and support throughout the application process

Qualifications & Skills

• Active life insurance license
• Strong sales, consultative, and client service skills
• Ability to assess needs, tailor recommendations, and meet client budget goals
• Detail-oriented, organized, and compliance-focused