Direct Sales Agent

The Savings Bank Mutual Life Insurance Company of Massachusetts•Woburn, MA

33d•Remote

About The Position

SBLI is looking to add several experienced life insurance agents to our growing Sales team! The Direct Sales Agent is a fully-remote, phone-based, licensed insurance professional responsible for selling Term and Whole Life insurance to customers who contact SBLI through marketing channels, our website, or via telephone. This role does not involve cold calling — you will work with interested customers to help them find the right coverage for their needs. At SBLI, the customer is at the heart of everything we do. Our brand is built on trust, care, and the commitment to make life insurance easy and accessible. This role helps ensure these values are reflected in every customer interaction by fostering strong relationships and supporting policyholder satisfaction.

Requirements

Active Life & Health Insurance license required.
Proven sales track record
Excellent verbal and written communication skills.
Goal-oriented, self-motivated, and passionate about helping customers.
Ability to learn products, processes, and CRM systems (Salesforce knowledge preferred).
Strong problem-solving and relationship-building abilities.
Strong sales skills.
Ability to work fully remote.

Nice To Haves

Bachelor’s degree preferred.
experience with Term and Whole Life products preferred.
Salesforce knowledge preferred

Responsibilities

Conduct needs assessments and recommend suitable life insurance products.
Guide customers through the application process and ensure a smooth purchasing experience.
Follow up on leads, applications, and policies.
Collaborate with Sales Operations, New Business, and Underwriting teams.
Build strong customer relationships and support policyholder satisfaction.
Achieve individual sales targets and contribute to team goals.
Adhere to established sales workflows, compliance guidelines, and operational procedures to ensure consistency and accuracy throughout the sales process.
Maintain organized records and thoroughly document customer interactions, needs, and case details within Salesforce to ensure clear communication and continuity.