Life Insurance Sales Specialist

istaffpros; Oregon; Hybrid; USD 70.000 - 120.000; Vollzeit

Zusammenfassung

istaffpros is seeking an experienced Life Insurance Sales Specialist to focus exclusively on helping our existing clients with life insurance needs. This role works within an established book of business, emphasizing proactive outreach, needs assessment, and cross-selling opportunities.

The ideal candidate holds an active Life Insurance license and has prior life insurance sales experience, strong communication skills, and a disciplined follow-up routine.

Qualifikationen

• Active Life Insurance license required.
• Experience in life insurance sales is a must.
• Strong phone, communication, and objection-handling skills.
• Ability to operate within an established client book and identify needs.

Aufgaben

• Proactively call existing agency clients to identify life insurance opportunities.
• Conduct a high volume of outbound calls and follow-ups daily.
• Review client relationships to identify households with life insurance potential.
• Assess client needs and recommend suitable life insurance solutions.
• Quote, present, and close life insurance policies.
• Maintain an organized pipeline of opportunities and follow-ups.
• Document client conversations and sales activities in agency systems.
• Collaborate with Personal Lines and Commercial teams on life insurance opportunities.
• Meet or exceed monthly production and activity goals.

Kenntnisse

Life insurance sales

Outbound calling

Relationship building

Needs assessment

Closing

Pipeline management

Tools

CRM software

Jobbeschreibung

Position Overview

Family owned Agency is seeking an experienced, fully licensed Life Insurance Sales Specialist to focus exclusively on helping our existing clients identify and address their life insurance needs. This is not a traditional insurance sales role where you are expected to build a book from scratch. Our Agency has a significant existing book of business, creating a substantial opportunity for the right salesperson to proactively contact current clients, uncover needs, and cross-sell appropriate life insurance solutions. We are looking for someone who is comfortable spending a significant portion of the day on the phone, knows how to create opportunities through consistent outreach and follow-up, and is strongly motivated by sales results and uncapped earning potential.

Primary Responsibilities

• Proactively call and engage existing agency clients to identify life insurance opportunities.
• Conduct a high volume of outbound calls and client follow-ups each day.
• Review existing client relationships to identify households and business clients with potential life Insurance Needs
• Conduct life insurance needs assessments and recommend appropriate solutions.
• Quote, present, and close life insurance policies.
• Consistently follow up with prospects throughout the sales process.
• Maintain an organized pipeline of opportunities and upcoming follow-ups.
• Document client conversations and sales activity within agency systems.
• Work collaboratively with Personal Lines and Commercial teams to identify life insurance opportunities.
• Meet or exceed established monthly production and activity goals.
• Maintain strong product knowledge and stay current on life insurance products and underwriting requirements.

What We're Looking For

• Active and current Life Insurance license.
• Previous life insurance sales experience.
• Strong understanding of life insurance products and the life insurance sales process.
• Comfortable making a significant volume of outbound calls every day.
• Strong phone, communication, relationship-building, and objection-handling skills.
• Confident asking for the sale and moving opportunities to a close.
• Highly organized with disciplined follow-up habits.
• Self-motivated and able to manage a sales pipeline independently.
• Results-oriented and motivated by financial incentives and uncapped earning potential.

The Opportunity

• The biggest advantage of this role is that the opportunity already exists. Rather than spending your time searching for strangers to call, you will be working within Our Agency established book of business and developing life insurance opportunities with clients who already have a relationship with our agency.
• Make the calls. Build relationships. Close business. Create your own earning potential.

This position is with a Farmers independent contractor agent, not Farmers Insurance Company.