Remote Insurance Sales Representative

SalesDraft; Tulsa (OK); Remote; USD 125,000 - 240,000; Full time

Job summary

Level Up Financial is hiring remote Full Cycle Sales Professionals to guide pre-qualified leads from first contact to close. You’ll learn needs, explain life insurance options, and help customers choose plans aligning with goals.

The role emphasizes coaching, training, and a proven sales process, with growth opportunities in a results-driven environment. Ideal candidates communicate well by phone/video, stay organized, and thrive in a remote setting.

Qualifications

• Excellent verbal and written communication.
• Comfort communicating by phone and video.
• Ability to build rapport remotely.
• Strong listening and presentation skills.
• Organized with time-management skills.
• Capacity to manage multiple opportunities and follow-ups.
• Positive, resilient attitude in sales conversations.
• Willingness to learn and apply coaching.
• Self-motivated and productive while working remotely.
• Customer-focused and professional approach.
• Previous sales experience is helpful, but strong communicators are encouraged to apply.

Responsibilities

• Conduct sales consultations by phone and video.
• Build rapport and trust with customers.
• Learn about customer needs and goals.
• Explain life insurance and financial protection options clearly.
• Present suitable options and answer questions.
• Address concerns and objections professionally.
• Follow up and maintain an organized sales pipeline.
• Guide customers from consultation to close.
• Maintain records of customer interactions and sales activity.
• Track progress toward individual performance goals.
• Participate in coaching and ongoing product training.

Skills

Communication

Phone & video

Remote rapport

Active listening

Time management

Persistence

Coaching mindset

Job description

Remote | Full Cycle Sales | Pre-Qualified Leads | Performance-Based Compensation

Build Your Sales Career With Level Up Financial

Are you confident communicating with customers, motivated by results, and looking for an opportunity to build a career in insurance sales? Level Up Financial is looking for motivated Full Cycle Sales Professionals to join our remote team.

In this role, you'll work with pre-qualified, high-intent leads and guide prospective customers through the sales process from the initial conversation to the final decision. You'll learn about their needs, explain life insurance and financial protection solutions, answer questions, and help customers choose an option that fits their goals.

If you're organized, coachable, and enjoy building relationships through phone and video conversations, we'd love to hear from you.

About the Role

As a Full Cycle Sales Professional, you'll manage your opportunities from initial contact through closing. You'll receive support, training, and a proven sales process while developing your communication, presentation, and closing skills.

What You'll Do

Conduct sales consultations with prospective customers by phone and video.

Build rapport and establish trust through professional, customer-focused conversations.

Learn about each customer's needs, goals, and priorities.

Explain life insurance and financial protection solutions clearly.

Present relevant options and answer customer questions.

Address concerns and objections professionally.

Follow up with prospects and maintain an organized sales pipeline.

Guide qualified customers through the sales process from consultation to close.

Maintain accurate records of customer interactions and sales activity.

Track your progress and work toward individual performance goals.

Participate in coaching and continue developing your sales and product knowledge.

What We're Looking For

We're looking for motivated professionals who enjoy helping customers and are ready to develop their sales skills.

Successful candidates typically have:

Strong verbal and written communication skills.

Confidence communicating by phone and video.

The ability to build rapport and trust remotely.

Good listening and presentation skills.

Strong organization and time-management abilities.

The ability to manage multiple opportunities and follow up consistently.

A positive, resilient approach to sales conversations.

A willingness to learn and apply coaching.

Self-motivation and the ability to stay productive while working remotely.

A customer-focused and professional approach.

Previous sales experience is helpful, but candidates with strong communication skills and a willingness to learn are encouraged to apply.

Compensation

This is a performance-based sales opportunity featuring commissions and potential bonuses.

Top-performing representatives may earn approximately $125,000–$240,000 annually, depending on individual performance and sales results.

Actual earnings vary based on individual results.

Why Join Level Up Financial?

Work remotely from a professional home office.

Work with pre-qualified, high-intent leads.

Develop valuable sales and communication skills.

Receive training, coaching, and support.

Build experience in the life insurance and financial protection industry.

Opportunity to grow your income based on performance.

Work with a team focused on professional development and customer success.

About Level Up Financial

Level Up Financial helps individuals and families explore life insurance and financial protection solutions designed around their needs and goals. We believe in developing motivated sales professionals through training, coaching, and a supportive team environment.