Life Insurance Sales Agent

LS Solutions; Richmond (VA); On-site; USD 50,000 - 75,000; Full time

Job summary

LS Solutions in Richmond, VA seeks a Licensed Life Insurance Sales Agent to prospect, qualify clients, and present tailored life insurance solutions to close new business. You will manage a strong pipeline using CRM tools and ensure applications meet regulatory standards.

The role emphasizes ongoing service to existing clients, needs-based consultations, and regular review of coverage to adapt with client needs and regulatory changes.

Qualifications

• Must hold an active life insurance license.
• Excellent communication and relationship-building abilities.
• Ability to assess client needs and tailor solutions.
• Detail-oriented with regulatory compliance focus.
• Experience using CRM systems to manage leads.

Responsibilities

• Prospect and qualify leads
• Perform needs-based client consultations
• Recommend and present appropriate life insurance products
• Close new business and manage follow-up
• Use CRM tools to maintain and track leads and pipeline
• Verify applications for regulatory and compliance accuracy
• Review coverage regularly and assist with ongoing client needs

Skills

Current life insurance license

Strong communication

Consultative selling

Relationship-building

Regulatory and compliance focus

CRM proficiency

Job description

Licensed Life Insurance Sales Agent

Prospect and qualify potential clients, conduct needs-based consultations, and present tailored life insurance solutions to close new business. Manage a strong pipeline using CRM tools, ensure applications meet all regulatory requirements and company compliance standards, and provide ongoing service to existing clients.

Licensed Life Insurance Sales Agent

Prospect and qualify potential clients, conduct needs-based consultations, and present tailored life insurance solutions to close new business. Manage a strong pipeline using CRM tools, ensure applications meet all regulatory requirements and company compliance standards, and provide ongoing service to existing clients.

Key Duties

• Prospect and qualify leads
• Perform needs-based client consultations
• Recommend and present appropriate life insurance products
• Close new business and manage follow-up
• Use CRM tools to maintain and track leads and pipeline
• Verify applications for regulatory and compliance accuracy
• Review coverage regularly and assist with ongoing client needs

Qualifications & Skills

• Current life insurance license
• Strong communication, consultative selling, and relationship-building skills
• Ability to understand client needs and match solutions effectively
• Detail-oriented with a focus on regulatory and compliance standards
• Comfort using CRM tools to manage pipeline and client information