Sales Representative — $80K–$150K+ | Training Provided

Southwestern Legacy Insurance Group; Nashville (TN); Hybrid; USD 35,000 - 75,000; Full time

Job summary

Southwestern Legacy Insurance Group in Nashville, TN is seeking a full-time Sales Representative for a hybrid role. You will educate prospective clients about Final Expense life insurance, conduct needs-based consultations, and present suitable coverage options.

Daily tasks include managing leads, scheduling appointments, following up with clients, and completing applications accurately and compliantly. This role offers training, licensing support, and opportunities for growth within a

Qualifications

• This role requires strong interpersonal and communication skills with clients.
• Ability to conduct needs-based consultations and close sales ethically.
• Comfort with hybrid work, including in-person meetings in Nashville and remote tasks.
• willing to complete licensing and uphold regulatory standards.
• Self-motivated with time management and follow-up discipline.
• Basic proficiency with digital tools for CRM and training.

Responsibilities

• Educate prospective clients about Final Expense life insurance options.
• Conduct needs-based consultations and present suitable coverage.
• Manage leads, schedule and attend appointments, follow up with clients.
• Complete applications accurately and compliantly.
• Participate in ongoing coaching and training and maintain licensing requirements.
• Meet sales performance goals in a professional and ethical manner.

Skills

Interpersonal skills

Communication skills

Client relationship-building

Needs-based consultations

Close sales ethically

Time management

CRM proficiency

Digital tools familiarity

Hybrid work comfort

Sales experience beneficial

Education

High school diploma or equivalent

Tools

CRM systems

Online training platforms

Virtual communication tools

Job description

Company Description

Southwestern Legacy Insurance Group focuses on helping older adults and their families secure affordable Final Expense life insurance solutions. As thousands of Americans turn 65 each day, many lack adequate coverage, and the company’s licensed agents address this gap with products from highly rated carriers. Southwestern Legacy is dedicated to educating clients about the true costs associated with end-of-life expenses and providing practical protection and peace of mind. The organization emphasizes expert guidance, ethical service, and industry-leading training for its agents. Team members join a mission-driven environment where their work directly supports families during challenging times.

Role Description

This full-time Sales Representative role is a hybrid position based in Nashville, TN, with a mix of in-office client meetings and work-from-home activities. The Sales Representative will educate prospective clients about Final Expense life insurance, conduct needs-based consultations, and present suitable coverage options. Daily responsibilities include managing leads, scheduling and attending appointments, following up with clients, and completing applications accurately and compliantly. The role also involves learning and applying company-provided training, maintaining licensing requirements, and meeting sales performance goals in a professional and ethical manner. Collaboration with team members and participation in ongoing coaching and development sessions are key parts of this position.

Qualifications

• Strong interpersonal, communication, and client relationship-building skills.
• Ability to conduct needs-based consultations, present solutions clearly, and close sales ethically.
• Comfort with hybrid work, including in-person meetings in Nashville, TN and remote tasks from home.
• Willingness to complete life insurance licensing (if not already licensed) and uphold all regulatory and compliance standards.
• Self-motivated, goal-oriented mindset with the ability to manage time, leads, and follow-ups effectively.
• Basic proficiency with digital tools for CRM systems, online training, and virtual communication.
• Prior sales, customer service, or insurance experience is beneficial but not required; comprehensive training is provided.
• High school diploma or equivalent required; college coursework or degree in business, finance, or related fields is a plus.