Life Insurance Sales Agent

Ted Todd Insurance; Estero (FL); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

3 weeks paid time off

Health, dental, and vision insurance

Educational investment of $5,250 per employee per year

Gym membership reimbursement

401(k) with financial advisor access

Job summary

Ted Todd Insurance in Estero, Florida, is seeking a dedicated Insurance Sales Agent to assist clients in navigating their insurance needs. Your role includes making daily prospecting calls, quoting life insurance policies, and achieving annual sales quotas. Candidates must have a Florida 2-15 Life, Health, and Variable Annuity Agent license and at least 2 years of experience in the life insurance industry. We offer competitive compensation, health benefits, and career development opportunities.

Qualifications

• 2+ years’ experience in the life insurance industry.
• Availability to work 40 hours per week.
• Ability to work remotely and manage tasks independently.

Responsibilities

• Make 25–50 prospecting calls daily.
• Handle inbound/outbound calls for life insurance inquiries.
• Quote and bind life insurance policies for clients.

Skills

Sales motivation

Client management

Communication skills

Problem-solving

Team collaboration

Education

High school diploma or equivalent

Florida 2–15 Life, Health, and Variable Annuity Agent license

Job description

Ted Todd Insurance has proudly been serving Florida since 1986. We are constantly evolving, focusing on modernizing insurance sales and customer service. We offer high‑end compensation, health and wellness benefits, and a corporate team that is passionate about providing the training and resources you need, along with paid time off and 90 days of onboarding.

We look for positive, energetic, self‑motivated, and emotionally resilient individuals who seek feedback, propose efficient solutions to problems, and are driven to make sales that benefit customers. Candidates should maintain a client‑ready appearance, collaborate well with others, and possess a unique talent that stands above the rest.

You will be the customer’s guide through the bewildering world of insurance, offering a friendly, reliable, and educational experience while saving them money.

Responsibilities

• Make 25–50 prospecting calls daily.
• Handle inbound/outbound calls and answer questions from clients interested in life insurance.
• Call potential clients based on acquired leads, client referrals, and web inquiries.
• Quote, prepare, and bind life insurance policies.
• Achieve or exceed an annual production quota of $75,000 in new life insurance sales.
• Determine clients’ needs and financial situations by scheduling fact‑finding appointments and assessing current coverage and investments.
• Build and maintain a client base; keep existing clients informed about products and services through annual reviews to assess changing needs.
• Provide yearly reviews of existing clients and conduct changes, including processing changes of beneficiaries, ownership, and upgrades in policy amount or type.
• Work closely with underwriters and medical vendors to ensure client applications are processed effectively and timely.
• Communicate underwriting and sales updates to sales management regularly.

Why work for us?

• Existing client base – access to 30,000+ current clients with relationships you can prospect.
• Work‑life balance – we encourage teams to work no more than 40 hours per week.
• Supporting cast – we hire for fit and only bring on people who impress us.
• Vacation – 3 weeks of paid time off plus bonus replacement.
• Health, dental, and vision insurance for you and your family.
• Educational investment – $5,250 per employee per year is available for education and training.
• Gym membership reimbursement.
• 401(k) and financial advisor access.
• Career development – we invest in your growth.

Qualifications

• Florida 2–15 Life, Health, and Variable Annuity Agent license required.
• 2+ years’ experience working in the life insurance industry.
• High school diploma or equivalent.
• Availability to work 40 hours per week.
• Ability to work remotely and exercise independent judgment.
• Capacity to manage tasks in compliance with company policies and procedures.
• Ability to prioritize and accomplish multiple tasks simultaneously in a fast‑paced sales environment.
• Strong passion for serving clients with a mindset of going above and beyond in every interaction.

To comply with government Equal Employment Opportunity and/or affirmative action reporting regulations, the following optional questions are provided. Your voluntary cooperation is appreciated, and this information will not be used in employment decisions.