Remote Final Expense Insurance Sales Specialist

Integrityfex; Portland (OR); Remote; USD 35.000 - 70.000; Vollzeit

Zusammenfassung

Integrity FEX is seeking a motivated Final Expense Sales Representative to connect with prospective clients by phone, explain policy options, and guide them through the insurance application process. This remote, performance-driven role emphasizes professional conduct, reliability, and strong follow-up to help clients secure final expense coverage.

Ideal candidates will have excellent communication skills, the ability to work independently, and a client-focused approach.

Qualifikationen

• Active life insurance producer license preferred or required depending on role assignment.
• Strong phone communication and interpersonal skills are essential.
• Comfortable conducting remote sales conversations.
• Ability to explain insurance concepts in an understandable way.
• Strong follow-up and organizational skills are required.
• 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, client-focused approach to sales.

Aufgaben

• 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.

Kenntnisse

Phone communication

Interpersonal skills

Remote sales

Explain insurance concepts

Follow-up

Organizational skills

Independent work

Coachable

Client-focused sales

Life insurance knowledge

Ausbildung

Active Life Insurance Producer License

Tools

Web-based sales systems

Insurance carrier platforms

Jobbeschreibung

Integrity FEX is seeking a motivated Final Expense Sales Representative to connect with prospective clients by phone, explain policy options, and guide them through the insurance application process. This remote, performance-driven role emphasizes professional conduct, reliability, and strong follow-up to help clients secure final expense coverage.

Ideal candidates will have excellent communication skills, the ability to work independently, and a client-focused approach.