Remote Final Expense Advisor

Integrityfex; Beaumont (TX); A distancia; USD 45.000 - 85.000; Jornada completa

Descripción de la vacante

Integrity FEX is seeking a motivated Final Expense Sales Representative to discuss life insurance options with prospective clients by phone and guide them through the application process. This remote role emphasizes professional communication, needs assessment, and tailoring coverage to individual goals.

The ideal candidate has strong phone skills, can explain insurance concepts clearly, and remains client-focused.

Formación

• Active Life Insurance Producer License preferred or required based on role assignment.
• Strong phone communication and interpersonal skills.
• Comfortable conducting remote sales conversations.
• Ability to explain insurance concepts clearly.
• Strong follow-up and organizational skills.
• Ability to work independently and manage daily activity.
• Comfortable using web-based sales and insurance systems.
• Coachable and willing to participate in ongoing training.
• Professional, ethical, and client-focused approach to sales.
• Previous final expense or life insurance sales experience is preferred.

Responsabilidades

• Speak with prospective clients regarding final expense and life insurance coverage.
• Conduct phone-based needs assessments.
• Identify client goals, budgets, and coverage needs.
• Explain available life insurance products in a clear and professional manner.
• Present suitable coverage options based on individual needs and eligibility.
• Assist clients throughout the insurance application process.
• Follow up with clients during underwriting and policy processing.
• Maintain accurate records of client conversations and sales activity.
• Use company-supported sales systems and insurance carrier platforms.
• Participate in ongoing sales training, product education, and team development.
• Follow applicable state insurance laws, carrier requirements, and company compliance standards.

Conocimientos

Phone communication

Interpersonal skills

Organizational skills

Independent work

Coachable

Educación

Active Life Insurance Producer License

Herramientas

CRM systems

Descripción del empleo

Integrity FEX is seeking a motivated Final Expense Sales Representative to discuss life insurance options with prospective clients by phone and guide them through the application process. This remote role emphasizes professional communication, needs assessment, and tailoring coverage to individual goals.

The ideal candidate has strong phone skills, can explain insurance concepts clearly, and remains client-focused.