Life Insurance Sales Agent

Boulder Connect; Charleston (WV); On-site; USD 40,000 - 80,000; Full time

Job summary

Boulder Connect in Charleston, WV seeks a Life Insurance Sales Agent to help individuals and families safeguard their financial futures. You will identify prospects, conduct needs-based consultations, and tailor policy solutions.

This role guides clients through applications and underwriting, maintains accurate records, and provides ongoing policy reviews and post-sale service while working in a field-facing environment to meet sales targets.

Qualifications

• Verbal communication and interpersonal skills are essential.
• Self-motivation and the ability to work independently.
• Drive to meet or exceed sales targets.
• Comfort working directly with clients to assess needs and present solutions.

Responsibilities

• Identify and qualify prospective clients.
• Conduct needs-based consultations to understand client goals and risks.
• Recommend and explain tailored life insurance solutions.
• Guide clients through the application and underwriting process.
• Maintain accurate, up-to-date client and policy records.
• Provide ongoing policy reviews and post-sale service.
• Work in a field- and client-facing sales environment to meet targets.

Skills

Verbal communication

Interpersonal skills

Self-motivated

Meet sales targets

Client consultations

Record-keeping

Job description

Life Insurance Sales Agent to help individuals and families safeguard their financial futures.

Key Responsibilities

• Identify and qualify prospective clients.
• Conduct needs-based consultations to understand client goals and risks.
• Recommend and explain tailored life insurance solutions.
• Guide clients through the application and underwriting process.
• Maintain accurate, up-to-date client and policy records.
• Provide ongoing policy reviews and post-sale service.
• Work in a field- and client-facing sales environment to meet targets.

Qualifications & Skills

• Strong verbal and interpersonal communication skills.
• Self-motivated, proactive approach with the ability to work independently.
• Drive to meet or exceed sales targets.
• Comfort working directly with clients to assess needs and present solutions.
• Strong attention to detail and record-keeping accuracy.