Life Insurance Sales Representative

Elevated Financial Group LLC; Scottsdale (AZ); On-site; USD 60,000 - 90,000; Full time

Job summary

Elevated Financial Group in Scottsdale, AZ, seeks motivated Life Insurance Sales Representatives to join a high-performance sales team focused on client relationships, exceptional service, and consistent results.

You will educate clients on life insurance options, work via phone, virtual, or in person, and build a steady pipeline with access to multiple carriers, comprehensive product training, and hands-on mentorship.

Qualifications

• Strong verbal communication skills with prospective clients.
• Ability to engage prospects, identify needs, and address objections professionally.
• Rapport-building and relationship management essential for consultative selling.
• Self-motivated, goal-oriented in a performance-driven environment.
• Excellent organizational skills for managing appointments and follow-ups.

Responsibilities

• Consult with prospective clients to assess life insurance needs and goals.
• Educate on available life insurance products and coverage options.
• Conduct consultations and presentations via phone, virtual, or in person.
• Manage inquiries, appointments, and ongoing follow-up activities.
• Develop a pipeline of sales opportunities and track client relationships.

Skills

Strong verbal communication

Prospect engagement

Rapport building

Objection handling

Self-motivated

Organization

Job description

Elevated Financial Group is a growing financial services organization based in Scottsdale, Arizona, specializing in life insurance and financial protection solutions.

We are seeking motivated, results-driven individuals to join our sales team as Life Insurance Sales Representatives. This position offers the opportunity to work in a professional, high-performance sales environment focused on client relationships, exceptional service, and consistent results.

Our sales representatives work directly with individuals and families to identify their insurance needs and provide tailored coverage solutions, including mortgage protection, income replacement, final expense coverage, and other life insurance products.

We provide access to multiple established insurance carriers, comprehensive product training, hands‑on mentorship, and the resources necessary to develop the knowledge and skills required to succeed in the life insurance industry.

We value individuals who are driven, professional, coachable, and committed to delivering results. Whether you're an experienced sales professional or looking to transition into a new industry, Elevated Financial Group offers an environment where your initiative, work ethic, and performance are recognized.

Who Would Be a Great Fit?

We recognize that exceptional sales professionals come from a variety of industries. Individuals with experience in the following fields often possess skills that translate well into life insurance sales:

• Door-to-Door Sales: Experience in prospecting, building rapport, handling objections, and closing sales.
• Real Estate: Current or former real estate agents familiar with client consultations, relationship management, lead generation, and commission-based compensation.
• Mortgage Lending: Mortgage loan officers and loan originators experienced in financial conversations, client relationships, and managing sales pipelines.
• Automotive Sales: Sales professionals comfortable identifying customer needs, presenting solutions, negotiating, and closing transactions.
• Solar, Roofing & Home Improvement Sales: Individuals experienced in appointment setting, direct sales, consultative presentations, and performance-based compensation.
• Business-to-Business Sales: Account executives, business development representatives, and sales professionals experienced in prospecting and client acquisition.
• Wireless & Telecommunications Sales: Individuals with experience in customer acquisition, product presentations, and meeting performance goals.
• Banking & Financial Services: Professionals familiar with financial products, customer relationships, and consultative selling.
• Retail & Hospitality: Individuals with strong interpersonal skills, customer service experience, and an interest in transitioning into professional sales.

Previous insurance experience is not required. We welcome candidates who demonstrate ambition, strong communication skills, professionalism, and a willingness to learn.

Responsibilities

• Consult with prospective clients to assess their life insurance needs and financial protection goals.
• Educate individuals and families on available life insurance products and coverage options.
• Conduct client consultations and sales presentations over the phone, virtually, or in person.
• Manage prospective client inquiries, scheduled appointments, and ongoing follow-up activities.
• Develop and maintain a consistent pipeline of sales opportunities.
• Identify suitable insurance solutions through multiple insurance carriers based on client needs and eligibility.
• Guide clients through the insurance application and underwriting process.
• Maintain accurate client information, sales records, and follow-up activities.
• Develop a comprehensive understanding of life insurance products, carrier guidelines, and underwriting requirements.
• Participate in ongoing product education, sales training, and professional development opportunities.
• Establish personal sales goals and consistently work toward meeting production objectives.
• Maintain professional relationships with clients and provide exceptional customer service.
• Adhere to applicable insurance regulations, company standards, and ethical sales practices.

Skills & Qualifications

• Strong verbal communication and interpersonal skills.
• Confidence engaging with prospective clients and conducting sales presentations.
• Ability to establish rapport, identify customer needs, and address objections professionally.
• Self-motivated, goal-oriented, and comfortable working in a performance-driven environment.
• Strong organizational skills and attention to detail.
• Ability to manage appointments, follow-ups, and multiple client relationships.
• Willingness to learn, accept feedback, and continuously improve.
• Professional appearance, attitude, and communication.
• Ability to work independently while collaborating with other sales professionals.
• Previous sales or customer‑facing experience preferred but not required.
• Familiarity with CRM systems and sales tracking tools is a plus.

Licensing Requirements

An active life insurance producer license is preferred but not required to apply.

Candidates who are not currently licensed must be willing to complete applicable pre‑licensing requirements, pass the state examination, and obtain the appropriate insurance license before conducting insurance sales.

What We Offer

Access to structured training covering life insurance fundamentals, product knowledge, sales presentations, objection handling, and client relationship management.

Opportunities to receive guidance, feedback, and professional development support from experienced insurance sales professionals.

Access to a diverse selection of established life insurance carriers and products, allowing representatives to offer suitable solutions based on individual client needs.

Professional Office Environment

A Scottsdale‑based office environment that emphasizes professionalism, collaboration, accountability, and continuous improvement.

Access to lead resources and sales tools designed to support prospecting, client engagement, and sales activities. Any applicable lead costs and purchasing arrangements will be explained during the interview process.

Performance-Based Earning Potential

Commission opportunities based on individual sales production, with earnings that vary according to performance and policy placement.

Opportunities to continue developing sales expertise, expand product knowledge, and strengthen long-term client relationships.

Earnings are based on individual insurance sales production and applicable carrier commission schedules. Actual compensation varies depending on sales performance, policy placement, persistency, and business expenses.

Details regarding licensing, lead resources, compensation, and applicable business expenses will be discussed during the interview process.

Work Location: Scottsdale, Arizona, with access to an in‑person office environment for training, collaboration, and professional development.

At Elevated Financial Group, we believe successful sales professionals distinguish themselves through preparation, discipline, consistency, and a commitment to excellence.

We're looking for motivated individuals who take pride in their work, value professional development, and are ready to pursue a rewarding career in life insurance sales.